Morgans Financial Limited Erina

Morgans Financial Limited Erina Stockbrokers. Wealth Management. Corporate Advice. Aged Care Specialists.

The Gosford office was established in 2003 and today consists of five advisers and two support staff members. Our office is owner managed and has a vested interest in growing a sustainable long-term business by developing lasting relationships with clients. Our origins began in stockbroking, and over the years our advisers have become attuned to the markets and have experienced its various cycles.

In more recent years though, we have also adapted to become extremely experienced Financial Planners and Aged Care advisers. We also share a strong belief that wealth protection is one of the cornerstones of financial security and that it's critical you get the right advice on how to protect your wealth and create the right income in retirement.

ON THE COAST OVER 55 / JULY AUGUST 2026 / #72 EDITION / OUT NOWHardcopies are being distributed all over the Coast duri...
16/08/2026

ON THE COAST OVER 55 / JULY AUGUST 2026 / #72 EDITION / OUT NOW
Hardcopies are being distributed all over the Coast during the next two weeks plus you can get it online now!

See why licensed financial advice matters more than ever with Morgans Financial Limited Erina
Read about nutritional tips for seniors in our Winter Wellness article by Community Therapy
Plus get all the information about the upcoming Dying to Know Day hosted by Creightons Funeral Service

Enjoy Coasties xx
https://issuu.com/debbie-onthecoastpublications./docs/on_the_coast_over_55_july_august_2026_edition_/20

Come and say hello to Sophie and Tayla tomorrow! We’ll be at Palmdale this Saturday 15 August for Dying to Know Day. Thi...
14/08/2026

Come and say hello to Sophie and Tayla tomorrow!

We’ll be at Palmdale this Saturday 15 August for Dying to Know Day. This year’s theme is “Let’s start the conversation.”

Come along, ask questions, and chat with us about planning ahead for the things that matter. We’d love to see you there.

🎤 D2KD 2026 | Guest Speaker Announcement for this Saturday

We’re thrilled to welcome Sophie Doyle, with Morgans Financial Limited, as a guest speaker at D2KD 2026 at Palmdale Lawn Cemetery & Memorial Park!

A big thank you to Morgans Financial Limited for supporting D2KD 2026 and for being part of what promises to be a fantastic event!

Last night Sophie took our two new staff members, Neema and Tayla, down to Sydney to attend the FAAA Sydney INSPIRE even...
28/05/2026

Last night Sophie took our two new staff members, Neema and Tayla, down to Sydney to attend the FAAA Sydney INSPIRE event during Vivid Sydney.

As a business, we are passionate about mentoring and supporting the next generation of financial advisers, especially encouraging more women into the profession.

It was a fantastic evening of networking, professional development and inspiration, with leadership coach Suzy Jacobs speaking on self-leadership for women navigating modern work and life, all set against the backdrop of Sydney Harbour.

Morgans Erina is excited to be investing in the future of financial advice and creating opportunities for our emerging advisers to learn, grow and thrive.

Sophie is looking forward to being part of the Talking with Seniors Roadshow this Monday.She will be speaking about reti...
11/04/2026

Sophie is looking forward to being part of the Talking with Seniors Roadshow this Monday.

She will be speaking about retirement planning, the recent Aged Care Reforms and how to navigate these changes with confidence.

If you’re thinking about the future or supporting ageing parents, this is a great session to get informed and ask questions.

Talking with Seniors Roadshow - Peninsula Community Centre Home What's On Community Council Disability Education and Learning Health and Wellbeing Seniors Book Now When Mon, 13 Apr 2026, 9:30 - 11:30am Add to Calendar iCal GCal Outlook Location 93 McMasters Road Woy Woy NSW 2256 View Directions View...

Address

4/168 Central Coast Highway
Erina, NSW
2260

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+61243250884

Website

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