Morgans Port Macquarie

12/06/2026

Last week was a special milestone for our team as we celebrated receiving the Excellence in Advice Award from Morgans Financial Limited, along with our 30-Year Celebration at the Glasshouse in Port Macquarie!

It was a fantastic evening recognising and thanking our valued clients and professional partners for the trust and support they continue to place in us.

A highlight of the night was our guest speaker Simon Kuestenmacher, who shared an engaging and insightful presentation on the demographic trends shaping Australia.

Thank you also to James Macaulay, Jeff Oates and Terri Bradford for joining us from Morgans Financial and being part of the celebration.

29/05/2026

For 30 years, Morgans Port Macquarie has had the privilege of supporting clients and their families through every stage of life, from building wealth and planning for retirement to navigating unexpected challenges along the way. To mark this milestone, we are sharing Stories Over 30 Years - real experiences that reflect the long-term relationships, thoughtful planning and steady guidance that have shaped our journey.

Here is a story from Michael Sheridan that highlights the power of long-term advice and how it can positively impact multiple generations. https://morgans.com.au/news/the-power-of-long-term-advice

12/05/2026

For 30 years, Morgans Port Macquarie has had the privilege of supporting clients and their families through every stage of life, from building wealth and planning for retirement to navigating unexpected challenges along the way. To mark this milestone, we are sharing Stories Over 30 Years - real experiences that reflect the long-term relationships, thoughtful planning and steady guidance that have shaped our journey.

Here is a story from Suzie Barnaby that highlights the value of staying calm, sticking to a long‑term strategy, and making decisions based on reason rather than panic, during volatile times. https://morgans.com.au/news/a-story-about-helping-clients-navigate-market-volatility

08/05/2026

Richard Blomfield, Head of our Investment Committee, was asked by 7 News to comment on this week’s RBA decision to lift the official cash rate to 4.35%. Richard is often called on for his financial market expertise, providing clear and practical insights on topical economic and market issues.

28/04/2026

There were celebrations in the office last week. Congratulations to Suzie Barnaby, Senior Adviser and Partner, for an incredible 10 years in the business! Suzie brings many years of experience and expertise in helping clients achieve their financial goals and is a great mentor to the team. Also, a very Happy Birthday to Richard Blomfield and Hamish Leslie 🎂🍾

13/04/2026

We're excited to sponsor the Lake Cathie Football Club for the 2026 Season! Good luck LCFC!!

10/04/2026

For 30 years, Morgans Port Macquarie has had the privilege of supporting clients and their families through every stage of life, from building wealth and planning for retirement to navigating unexpected challenges along the way. To mark this milestone, we are sharing Stories Over 30 Years - real experiences that reflect the long-term relationships, thoughtful planning and steady guidance that have shaped our journey.

We begin with a story from Craig Watson that highlights why preparation matters. It is a powerful reminder that good financial advice is not just about planning for the future, but about being ready when life does not go to plan. https://morgans.com.au/news/a-story-about-the-moments-where-planning-matters-most

11/03/2026

An exciting opportunity to kickstart a career in Financial Advice! Feel free to share to the right person.

Launch your financial adviser career with hands-on experience, formal training and mentoring from industry professionals.

10/03/2026

We're very proud and excited that Porsha Papas has been announced as a Finalist in the Financial Planner of the year (NSW/ACT) in the Women in Wealth Awards! Especially given that the other Finalists are based in major cities.

24/02/2026

We have an exciting opportunity for Economics/Commerce/Business Graduates or Students who would like a structured and supportive pathway into a career in financial advice. https://morgans.com.au/portmacquarie/pathways-program