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 was established in August 1997 from a need to offer a unique and compelling investment service to our clients of the South Coast and Tablelands of New South Wales.
Our office is uniquely owner managed – we believe this differentiates us from many other financial planning groups, adding another level of commitment focus and motivation to our role as your adviser. Our origins began in stockbroking and our experienced advisers are attuned to the market and its various cycles.
The success of the Merimbula Office has been driven by the tailored and individualised nature of our service to our clients. Relationships with our clients are long term and are based on trust and transparency.