It's fine to "do it yourself" when it comes to changing the oil in your car, replacing a faucet, and even reupholstering your furniture. But some things are best left to professionals, like surgery, legal wranglings, and financial planning. If you want to find a good retirement planner to assist you in preparing for your future, let me give you some tips on how to go about that.

Many people think they can handle their own finances from cradle to grave, and there are plenty of folks who do succeed at that, but there are times when a good retirement planner or other financial advisor can be well worth the cost. When you experience a big life change -- e.g., a marriage, a divorce, the birth of a child, a big pay raise, or a home purchase or sale -- it can be good to check in with a pro to see if there are any particularly smart moves you should make. Retirement is a huge life change that takes years of planning and saving, so we should all consider tapping the expertise of a good retirement planner.

[caption id="" align="aligncenter" width="301"] Financial Planning services in Port Macquarie[/caption]

Financial Planning

You can access a wealth of experience and technical expertise through our financial planning team at Morgans Port Macquarie. We can work with you to tailor wealth solutions that help you reach your investment goals.

Financial planning is taking advantage of all the investment opportunities available to you. With the right advice and a patient investment approach, becoming a successful investor can be relatively simple.

What we do

Our experienced financial advisers build personalised financial plans that aim to create, grow and protect your wealth.

We specialise in:

• Selecting appropriate assets to build your wealth


• Wealth protection through personal insurance


• Superannuation strategies


• Self-managed Superannuation Fund (SMSFs)


• Tax planning to manage the amount of tax you pay


• Planning for your retirement

Our approach

Your Morgans adviser will take you through the wealth management planning process, implement your strategies and help you make the most of all opportunities.

This wealth management process helps you set short- and long-term goals and use a range of investment strategies to achieve those goals.

Strategies are developed around the principles of saving tax, choosing the right investment structures, minimising risk, personal insurance and generating a large-enough asset base to provide you with financial security.

The strategies to save tax involve structuring salary, superannuation, investments and debt. Risk is minimised through the diversification of investments and monitoring portfolio performance.

Find the Best Financial Planning Near You, Port Macquarie, NSW 2444