Morgan Hayward

Yield Advisory Group

Gold
5 Yrs Experience
Fortitude Valley, QLD 4006
I assist business owners and professionals to manage and grow their finances, leverage opportunities and retire early through financial advice.  Background Morgan spent her earlier years in finance as a specialist mortgage broker in complex lending before moving onto financial planning where her passion was found. Morgan is committed to helping business owners and professionals improve their financial position through providing comprehensive holistic financial advice. She advises clients on a broad range of complex financial planning matters and has developed specialist knowledge in structuring, wealth creation, superannuation, investment strategies, estate planning and insurance (wealth protection). Morgan has spent much of her spare time over the years dedicating herself to education and is one of the few FASEA compliant financial advisers achieving a Master of Applied Finance on top of her eight other qualifications. Morgan has a heavy focus on educating and empowering her clients to make better and informed financial decisions that align with their core personal and financial goals. Morgan’s diversity of experience allows her to provide unique insights when researching and implementing strategies for her clients, together with any associated risks to achieve optimal outcomes. Roles within the Financial industry ·         XY Adviser- Ethics Committee member ·         AFA- QLD Committee & Gold Coast Region Chair ·         AFA- Inspire Committee Member ·         AFA- Mentor Program ·         AFA- Pro-Bono advice network Memberships ·         AFA (Association of Financial Advisers) ·         FPA (Financial Planning Association of Australia) ·         Tax Practitioners Board ·         Gold Coast Passport Rotary Club Education •                     Master of Applied Finance (Financial Planning) CSU •                     Bachelor of Science- UQ •                     Advanced Diploma of Financial Planning- IIT •                     Diploma of Financial Planning- IIT •                     Diploma of Finance and Mortgage Broking Management- AAMC •                     Certificate 4 of Finance and Mortgage Broking Management- AAMC •                     Self-Managed Superannuation Specialist- IIT •                     Principles of Margin Lending- IIT •                     Accredited Derivatives ADA1 Adviser- KAPLAN •                     Tax (Financial) Adviser Registration #25660458

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Professional costs are charged based on a FEE FOR SERVICE model- I offer a range of fixed fee services for retail and wholesale clients. The professional costs depend on the type of advice, the complexity and how many entities/scopes of advice I am advising on. Clients have the opportunity to pick how much service they are after from ranging from $1,980-$19,800.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 14
  • First year providing advice 2017
  • Years of experience 5
  • Highest qualification
    • Master of Applied Finance (Financial Planning)
  • Language spoken
    • English

Yield Advisory Group

Level 2, 850 Ann St
Fortitude Valley, QLD 4006

Opening hours

  • 9:00am – 5:00pm Monday – Tuesday, Thursday – Friday
  • 9:00am – 6:00pm Wednesday

Licensed by

Shartru Wealth Management Pty Ltd

AFSL 422409

5.00
14 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—10 of 14

Sort by

5.00

"I've been Morgan's client for almost a year now, and I'm very happy with the service. She helped me sort out my finances and budget planning and also advised on super fund and insurance. Morgan is very knowledgeable, she has a great attitude, and her communication is always very clear. She was in contact with me through the whole process and always explained complicated concepts in an easy way, making sure I fully understood."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Morgan has given me advice with my small business, superannuation and insurances. Morgan was able to explain things to me in a clear way. Through Morgan's knowledge and experience, I feel very confident that the advice given was right for my needs. I received Morgan's full care and attention when I needed it. I would highly recommend Morgan"

  • Superannuation
  • Insurance Protection
  • Small Business Advice
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"It has been refreshing to find a financial adviser that cares about their clients. Morgan’s professionalism, advice and guidance in the journey to build and grow my wealth portfolio has been of a high standard. Morgan took the time to partner with me and explained the journey and actions in terms that I could understand and is always a phone call away for advice when required. I would highly recommend Morgan and the team at Yield."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Morgan assisted me with setting up personal insurances and was a always a pleasure to deal with. She is personable, approachable and made an initially overwhelming and foreign process so simple. She explained everything clearly, answered any questions I had, and went above and beyond to get the best results for my needs and the needs of my family. Thank you Morgan!"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Thankyou Morgan, The voice of reason, I'm old and a bit slack with my affairs. Morgan reminds me of what needs to be done. Follows up with actions both hers and mine. Keeps it simple."

  • Superannuation
  • Retirement & Pension
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Morgan has given me advice in areas including Self Managed Super Funds and was able to explain things to me in a clear way. Through Morgan's knowledge and experience, I feel Very confident that the advice given was right for my needs. I Usually received Morgan's full care and attention when I needed it"

  • Self Managed SuperFunds
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Morgan gave me fantastic advice for both Super and insurance . She told me the truth about how poorly performing and costly my SMSF & insurance had been. Her advice led me to close my SMSF and transfer my super into a low cost , well performing industry fund. The insurance she recommended was also exactly what I needed, and gave me considerable savings. Her ability to provide no-nonsense , factual advice was truly appreciated. I have no hesitation in recommending Morgan to any of my friends. She gives her clients 100% effort and i don not feel like another 'sale ' which has been my experience with many advisers in the past. Her advice is genuinely on what is best for her clients. She is a knowledgeable and brilliant adviser."

  • Superannuation
  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Morgan has given me advice in areas including superannuation, establishing a self managed super fund, investment strategies, life insurance, TPD and trauma insurance. Morgan is very knowledgeable and thorough and always responds promptly to our inquiries. Morgan has taken the time to explain various financial strategies and has always answered our questions in a friendly and professional manner. Through Morgans knowledge and industry experience I am confident that the advice given was right for our needs and we will continue to benefit in the future."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Socially Responsible
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Morgan is extremely professional yet personable. She delivers her service with excellence and ensures that she meets your specific needs. I highly recommend her as an advisor!"

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Morgan's advice has helped us achieve our goals. Her support has been exceptional and her strategies have helped us with tax savings and debt reduction. My husband and I are very satisfied with her advice to date."

  • Managing Debt
  • Complex Investments
  • Small Business Advice
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 14

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Master of Applied Finance (Financial Planning)

Level
9 - Masters Degree
Institution
Charles Sturt University (CSU)
Completed
2020

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
International Institute of Technology (IIT)
Completed
2018

Principles of Margin Lending

Level
0 - Training / Exam / Other
Institution
International Institute of Technology (IIT)
Completed
2018

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
International Institute of Technology (IIT)
Completed
2017

SMSF Specialist Advisor (SSA)

Level
0 - Training / Exam / Other
Institution
International Institute of Technology (IIT)
Completed
2017

Professional Memberships

Association of Financial Advisers (AFA)

Membership type
Practitioner Member

Financial Planning Association of Australia (FPA)

Membership type
Associate
  1. Opinion
  2. Services
  3. Comment
  4. Questions
  5. Details

Give your opinion

How often could you clearly understand Morgan's advice and their explanation of how it fitted your needs?

Provide a score between 1 and 5 stars

How often was Morgan able to give you full care and attention when you've needed help?

Provide a score between 1 and 5 stars

How confident are you that Morgan's knowledge and experience was broad enough to allow them to choose the best options for your needs?

Provide a score between 1 and 5 stars

How likely would you be to recommend Morgan to friends and family?

Provide a score between 1 and 5 stars

What is your current relationship with Morgan?

Choose a relationship

What areas were you advised in?

Choose all relevant areas where Morgan provided advice

Choose at least 1 relevant area

Add your review comment

0 / 3000 characters
Your review is required and may contain most characters except < and >

A few questions about you

Which best describes you?

Select one of these options

How would you rate your financial knowledge? (optional)

Which age bracket are you in?

Select your age bracket

Your details

First name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Last name is required, limited to 256 characters and may contain letters, apostrophes and hyphens
Provide a valid email address, maximum 256 characters
Provide a valid location
Only clients of Morgan may submit reviews

Thank you for your review!

Please allow up to 72 hours for your review to be visible on the site.

Get in touch with Morgan Hayward
What areas would you like advice about?
Please select one area of advice that this adviser can help you with.

Please enter some details about your selection above to help me give you the best possible response.

Summary may contain most characters except < and >
What is the overall value of your investible assets?

This is optional, but it will allow me to assess what type of advice is appropriate for you.

Again, this is optional, but it will allow me to understand your specific needs.

Is there a language other than English that you need to get advice in?

Do you have any special needs your adviser needs to be aware of?

Special needs may contain most characters except < and >

Your personal details are not used for any purpose than to provide to this adviser.

First name is required, and may contain letters, apostrophes and hyphens
Surname is required, and may contain letters, apostrophes and hyphens
Enter a valid mobile or land-line with area code.
Phone number or email required.
Enter a valid email
Suburb is required, and may contain letters, apostrophes and hyphens