Morgans Merimbula

Morgans Merimbula Our mission is to partner with our clients to help them take control of their finances.

We do this by providing clear, personalised and comprehensive advice designed to meet their wealth management needs. Morgans Merimbula Branch has been helping people take control of their financial security since 1997. Morgans Merimbula offers a full service of financial planning and investment advice to a range of clients across all ages and demographics with a goal to build long term relationshi

ps with our clients based on trust and transparency. Morgans Merimbula is owned and operated by local people who can help you meet your financial goals however big or small they may be.

Morgans Merimbula is looking for an administration assistant on a part time basis (2-3 days per week). Client facing rol...
28/07/2025

Morgans Merimbula is looking for an administration assistant on a part time basis (2-3 days per week).
Client facing role with time management, and computer skills necessary.
for all enquiries please contact
Ashley Hunter
[email protected]

Seek link below.

Thanks!

We are seeking a proactive and dedicated individual to provide day-to-day support to our team in a growing business.

18/12/2024

Our new TV ad, now running on channel 10. Thanks Mark & Bruce for putting it together.

Great weather for checking out North of Eden Gin distillery this weekend.Impressive selection of Gin and good informatio...
08/12/2024

Great weather for checking out North of Eden Gin distillery this weekend.

Impressive selection of Gin and good information about each variety on the tasting menu.

Connoisseur was the favourite variety for our group today.

If you are looking to take more control of your super but don't want a self managed super fund just yet, consider HUB24!...
25/10/2024

If you are looking to take more control of your super but don't want a self managed super fund just yet, consider HUB24!

HUB24 links seamlessly with Morgans software and corporate offers meaning you can get great service, access to direct shares, IPO's and other Morgans only offers, though your super fund without needing a SMSF.

Our office has been really impressed with the HUB24 interface and its huge range of features.

Check it out below.

A few months ago Urs approached Morgans Merimbula for a donation to help raise funds to publish his book - "Unloaded". T...
23/10/2024

A few months ago Urs approached Morgans Merimbula for a donation to help raise funds to publish his book - "Unloaded".

This books is filled with fantastic photography and information on the local fishing industry from Bermagui to Eden. In appreciation for our donation, Urs has given us 3 copies which we plan to display near our front desks for clients to flick through.

Copies are available to purchase at

Wheelers Seafood Restaurant Pambula
Eden Visitor Info Centre
Tackle World Merimbula
Merimbula Extra book store
Eden Killer Whale Museum

Quick look: https://www.ursbuhlman.com/portfolio/unloaded

Thanks Urs.

Market maestro Phil King from Regal Funds kicked off the 2024 Morgans Adviser Conference in Noosa.  Phil believed market...
21/10/2024

Market maestro Phil King from Regal Funds kicked off the 2024 Morgans Adviser Conference in Noosa.

Phil believed markets would continue their strength in 2025 with falling interest rates on the horizon. He was bullish on gold, copper and European banks over their Australian counterparts while having a negative view of Tesla with the subsequent rise in the quality and number of Chinese EVs.

Phil presents to Morgans a couple of times a year and is always worth a listen.

Enjoyed a couple of days in Brisbane with the family before the annual Noosa Morgans Adviser Conference. Great city to v...
17/10/2024

Enjoyed a couple of days in Brisbane with the family before the annual Noosa Morgans Adviser Conference. Great city to visit with kids!

We loved South Bank, Streets Beach (free public pool), Eat Street (food market, Friday, Saturday, Sunday), and got to see Robert Irwin feeding the crocs at Australia Zoo.

02/10/2024
26/09/2024

Our best ideas are those that we think offer the highest risk-adjusted returns over a 12-month timeframe supported by a higher-than-average level of confidence.
As interest rates normalise, earnings quality, market positioning and balance sheet strength will play an important role in distinguishing companies from their peers. We think stocks will continue to diverge in performance at the market and sector level, and investors need to take a more active approach than usual to manage portfolios.
For this month, we add The Lottery Corporation (TLC), Reliance Worldwide (RWC) and Polynovo (PNV) following the August reporting season. Removals this month: Coles, Inghams and Avita Medical.
Read more here: https://morgans.com.au/.../morgans-best-ideas-september-2024

ON HOLD The RBA has decided to keep the cash rate at 4.35% as inflation remains persistently above target. Despite some ...
25/09/2024

ON HOLD
The RBA has decided to keep the cash rate at 4.35% as inflation remains persistently above target. Despite some decline, underlying inflation is still too high says the RBA, and the path to the target range of 2-3% is projected to take time.

ON HOLD

The RBA has decided to keep the cash rate at 4.35% as inflation remains persistently above target. Despite some decline, underlying inflation is still too high says the RBA, and the path to the target range of 2-3% is projected to take time.

18/09/2024
A great night on Wednesday celebrating the opening of our new office in the centre of town. Thanks to all those who atte...
22/06/2024

A great night on Wednesday celebrating the opening of our new office in the centre of town. Thanks to all those who attended, especially John and Jeff from the Brisbane office.

We hope everyone enjoyed themselves, and it wasn't bad turn out for a Wednesday night in June.

Thanks to
Free Range Catering for the delicious canapeÅ› and bar staff.
Luna Bakes for the Morgans biscuits.
9 Circles Gin Pambula for giving everyone a taste of the South Coast's finest.
Sapphire Cellars for helping us with the beer and wine.
Coast Hire for the outdoor heaters and tables.

Hope to see everyone again in the new Financial Year.

Address

Level 2/36 Market Street
Merimbula, NSW
2548

Opening Hours

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

Telephone

+61264952869

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