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.

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...

Come and say hello today at the Central Coast Council Seniors Expo at Wyong Racecourse 😊With close to 100 different stal...
04/03/2026

Come and say hello today at the Central Coast Council Seniors Expo at Wyong Racecourse 😊

With close to 100 different stalls, it truly is the highlight event of the Seniors Festival. It’s a wonderful opportunity to connect with local services, businesses, community groups and organisations, and gather valuable information and resources all in one place.

You can explore services and activities designed to support wellbeing, social connection and lifelong learning and you might even discover a new passion along the way.

If you’re heading along today, please pop by and say hello. We’d love to see you!

When:
Thu, 5 Mar 2026, 10am - 1pm
Add to Calendar

Location:
Wyong Race Club
71-73 Howarth Street
Wyong NSW 2259

Seniors Expo 2026 Home What's On Community Health and Wellbeing Seniors When Thu, 5 Mar 2026, 10am - 1pm Add to Calendar iCal GCal Outlook Location Wyong Race Club 71-73 Howarth Street Wyong NSW 2259 View Directions View Directions The Seniors Expo - a highlight event from Council's Senior Festival....

Last Friday Sophie and Lyndell were proud to attend on behalf of Morgans as a Bronze Sponsor of Her Wealth Her Way with ...
29/09/2025

Last Friday Sophie and Lyndell were proud to attend on behalf of Morgans as a Bronze Sponsor of Her Wealth Her Way with Mel Brown in Sydney, alongside 700+ incredible women (including some from the Central Coast πŸ’›).

🧑 A huge thank you to everyone who contributed to the success of the Touch of Orange Lunch on Wednesday in support of El...
25/09/2025

🧑 A huge thank you to everyone who contributed to the success of the Touch of Orange Lunch on Wednesday in support of Elsie’s Retreat Project . The dedication of the amazing Orange Army shone through, helping raise vital funds for the new Wyong Hospital palliative care unit, which is on track to open in April 2026. Morgans were proud to support and attend! πŸ’›

It takes a village to raise a child, and it also takes a village to support our elders with dignity and care.In Wednesda...
18/09/2025

It takes a village to raise a child, and it also takes a village to support our elders with dignity and care.

In Wednesday Sophie was honoured to be part of the Central Coast Dementia Alliance Dementia Expo at Mingara Recreation Club. After months of planning, it was so inspiring to see our community come together to connect, learn, and help break down the stigma around living with dementia.

Sophie was deeply moved by two carers who bravely shared their journeys, and truly inspired by Bobby Redman & Robyn Rex, who spoke with such honesty about their experiences of being diagnosed and living with dementia. A special thank you to Jason van Genderen, who shared his family’s journey with Omas Applesauce while guiding the day so beautifully as MC.

Sophie was accompanied by Tre, who enjoyed interacting with the community at his first event.

As a Retirement and Aged Care Specialist, events like this remind Sophie how important it is that families feel supported. Not only emotionally and medically, but also with the practical and financial decisions that come with this stage of life. No one should walk this path alone.

If you or a loved one are navigating these decisions, Sophie be glad to connect. Call 4325 0884 to book a complimentary Discovery session.

A Central Coast Dementia Alliance  event, MC for the day is Jason van Genderen, creator of Omas Applesauce. Come and joi...
10/09/2025

A Central Coast Dementia Alliance event, MC for the day is Jason van Genderen, creator of Omas Applesauce. Come and join us next Wednesday!

SEPTEMBER IS DEMENTIA AWARENESS MONTH

As part of Dementia Action Week 2025, to be held from Monday, September 15th to Sunday, September 21st, the Central Coast Dementia Alliance invites you to a special event at Mingara Recreation Club on Wednesday, 17 September, 2025, to raise awareness, advocacy, and support for people living with dementia and their carers.

The event will feature a dynamic program of presentations, performances, and discussions, highlighting the voices and experiences of those impacted by dementia.

https://onthecoastpublications.com.au/onthecoastover55/dementia-action-week-central-coast-seniors-event/

Last week at the Morgans Adviser Conference dinner, we were proud to celebrate the incredible tenure across our network ...
09/09/2025

Last week at the Morgans Adviser Conference dinner, we were proud to celebrate the incredible tenure across our network and recognise the contribution of many Morgans colleagues from 20+ years.

As John Tuckerman, from our Newcastle branch said after collecting his award for 35 years, β€œMorgans is a people’s business and it’s the quality of our people that makes the difference and that is quite unique in this industry.”

On behalf of Morgans, congratulations to all award recipients and thank you for the remarkable contributions you continue to make.
We remain committed to helping clients achieve their financial goals – just as we have for over 40 years.

πŸ†20 Years of Service:
James Macaulay, Ben Hollis, Grant Brown, Jodie Moore, Justin Sharples, KRISTEN TAYLOR, Mark Olivetta, Narelle Luke, Tony Miller, Ben Hatcher, Carolyn Sanderson, Jon Dobson, Mark Gross, Rosina, Centrih

πŸ†25 Years of Service:
Denise Dryden, Gabrielle Chisholm, Tracey Moecker, Tony Milford, Michael Foster, Lachlan McPhie, Tony Dennis

πŸ†30 Years of Service:
Matthew Flanagan, Simon Reed

πŸ†35 Years of Service:
John Tuckerman

The 2025 Morgans Adviser Conference brought together advisers from across the country on 4 and 5 September at the W Bris...
08/09/2025

The 2025 Morgans Adviser Conference brought together advisers from across the country on 4 and 5 September at the W Brisbane. With the theme "Expanding Your Horizons", delegates enjoyed two days of engaging and thought-provoking sessions covering global markets, the financial advice landscape, AI, marketing, technology and strategies for building stronger businesses.

Highlights included keynote presentations from Jonathan Pain and Adam Franklin, who shared captivating insights that sparked fresh ideas and conversation.

Thank you to our sponsors for being part of this year’s conference and for your continued support:

Acclaim Wealth, ANZ, AORIS, ASX, Betashares, CBA Geared Investments, Cboe Global Markets, DDH Graham Limited, Dimensional Fund Advisors, FNZ, HUB24 Limited, L1 Capital, Lazard Asset Management, Perpetual Limited, PIMCO, Praemium, Schroders, VanEck, Challenger, Citi, Global X ETFs, J.P.Morgan Asset Management, Pengana Capital Group, Plato Investment Management, Talaria Capital, Vanguard, MA Financial Group, Magellan Investment Partners, Morningstar, and Natixis Investment Managers.

Our Erina team have had an amazing few days in Brisbane at the Morgan Adviser Conference! It was a great opportunity to ...
05/09/2025

Our Erina team have had an amazing few days in Brisbane at the Morgan Adviser Conference!

It was a great opportunity to learn, connect, and bring back fresh ideas to better support our clients on their retirement journey.

We’re heading home energised and excited to put these insights into practice for you!

Forgetfulness or decisions feel hard? No one should walk this path alone πŸ’œCome along, learn and share – because nobody c...
21/08/2025

Forgetfulness or decisions feel hard? No one should walk this path alone πŸ’œCome along, learn and share – because nobody can do it alone."

πƒπžπ¦πžπ§π­π’πš π€πœπ­π’π¨π§ π–πžπžπ€ πŸπŸŽπŸπŸ“ - π–πžππ§πžπ¬ππšπ² πŸπŸ• π’πžπ©π­πžπ¦π›πžπ« - β€œππ¨π›π¨ππ² π‚πšπ§ 𝐃𝐨 𝐈𝐭 𝐀π₯π¨π§πžβ€

Are you supporting someone living with dementia, or living with dementia yourself?

Join us at the FREE Dementia Action Week Event and Expo at Mingara Recreation Club and connect with people, services and support networks across the Central Coast.

Enjoy inspiring guest speakers, meet local dementia services and take part in a welcoming day with morning tea and lunch provided.

πŸ“ Mingara Recreation Club, Tumbi Umbi
πŸ•˜ 9.00 am to 3.30 pm

Come along, learn and share - because nobody can do it alone.

https://www.eventbrite.com.au/e/dementia-action-week-community-expo-tickets-1520646397309?fbclid=IwY2xjawMLkeZleHRuA2FlbQIxMQABHtj5X7F7MLxymjZMgC3_kVvfPHC2f_nYA5bkMpAUxyhtd2MnTPeqPawRXIp3_aem_n1xQoFu030v1fx-mErEKfQ

Have you or someone you love been diagnosed with dementia? πŸ’œOur Retirement & Aged Care Specialist, Sophie Doyle, is prou...
15/08/2025

Have you or someone you love been diagnosed with dementia? πŸ’œ

Our Retirement & Aged Care Specialist, Sophie Doyle, is proud to be a member of the Central Coast Dementia Alliance and to support this important upcoming event.

It’s a chance to connect with others, access local resources, and learn more about living well with dementia.

πŸ“… Wednesday 17th September
πŸ“ Mingara Recreation Club

We’d love to see you there 😊

Does someone in your family suffer from dementia?

Don't miss this free community event on Wednesday 17 September during Dementia Action Week at Mingara Recreation Club

Proudly brought to you by Central Coast Dementia Alliance

https://www.eventbrite.com.au/e/dementia-action-week-community-expo-tickets-1520646397309?utm-campaign=social&utm-content=attendeeshare&utm-medium=discovery&utm-term=listing&utm-source=cp&aff=ebdsshcopyurl

πŸ“° On the Coast Over 55 – July/August Issue Out Now!Time to put the kettle on and enjoy the latest edition – packed with ...
01/07/2025

πŸ“° On the Coast Over 55 – July/August Issue Out Now!

Time to put the kettle on and enjoy the latest edition – packed with great reads for over 55s on the Central Coast.

πŸ“š In this issue:
– Aged Care Reform Delayed: What It Means for You
– When Families Shift: What Grandparents Need to Know
– Matters of Life and Love: Preparing for Retirement as a Couple
…and plenty more to enjoy!

Grab your copy at local outlets or read it online.

Welcome to the On The Coast Over 55, July/August 2025 edition. Our magazine is a lifestyle publication for the over 55 community living here on the Central Coast NSW. Enjoy our articles on wellbeing,

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

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