Morgan Hayward

Lume Wealth

Gold

7 Yrs Experience

Fortitude Valley, QLD 4006

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Spending over a decade in financial services and years as a mentor, Morgan is devoted to improving her clients' financial futures. Clients often remark that Morgan's straightforward and empathetic approach puts them at ease.

With years of navigating the real challenges of running a business and managing complex finances, Morgan knows what it’s like to wrestle with tricky accounting and unravel complex financial knots.

Morgan finds the rebuilding phase incredibly rewarding. Having been through a divorce and the experience of starting over and rebuilding, Morgan is driven to help others avoid financial pitfalls and make informed choices aligned with what’s important to them. Actively volunteering with pro bono programs, Morgan believes everyone deserves access to good financial advice.

In her spare time, Morgan can be found salsa dancing, traveling the world, and encouraging clients to spend on their passions. Morgan advises clients to cut back on the extras so they can pursue what lights them up.

Morgan holds industry-leading qualifications, including a Master’s degree. In 2022 and 2023, Morgan was honored to be named in Financial Standard’s Power 50, recognizing the most influential financial advisers in Australia. Additionally, Morgan was a National Finalist for the AFA Female Excellence in Advice Awards.

As an active and passionate member of the financial planning community, Morgan serves on four FAAA committees and is committed to shaping the future of the advice industry every day. Morgan loves finding solutions to people’s problems and putting them in a better position.

Superannuation
Insurance Protection
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Shares & Investments
Complex Investments
Socially Responsible
Small Business Advice
Tax Strategies

The professional costs are set my certain packages and this is determined by the complexity of the work required.

5.00 July 2023

I cannot speak highly enough of Yield Advisory and Morgan Hayward Specifically! I have been working with Morgan for over 3 years now and I only wish I had hired Morgan many years ago!

Great Communication skills, has a great way in explaining things specially to someone who is financial lingo challenged like myself and gets you actual tangible results!

5.00 July 2023

Morgan and her team are fantastic to work with and always ready to assist when needed. Their knowledge and experience make it easy to make decisions and we're glad that we have them to provide us the advice we need when it comes to our financial needs. Thank you and keep up the hard work!

5.00 September 2022

I found myself in a perilous position before I was rescued by Morgan. Divorce settlement and retirement looming, I was inadequately prepared to support myself entering the next stage of my life. Years of procrastination and ignorance left me without any solutions for financial future. Morgan empathetically embraced my case and developed an investment strategy which met my personal needs and would ensure I would enjoy my life, rather than just survive it. Her thorough research and strategic response to meet my individual goals was presented to me with the enthusiasm of a family member. She has set me up for future happiness. I will be forever thankful.

5.00 August 2022

Morgan has incredible passion, love, and commitment to her clients. She’s doing her best to help, support, and benefit them using her knowledge, skills, and experience. Most importantly she gets to know her clients first- what are their plans, hopes, wishes for future, as result she will have a very personal great plan for them... Thank you so much Morgan. 🙏🙏

5.00 July 2022

We were at crossroads with our financial future and met with several advisers before deciding to partner with Morgan. Morgan's advice, support and understanding of our personal needs has led to some great outcomes, making us feel more at ease about the future. In addition, her advice has saved us a large amount of money compared to a scenario we were given by another adviser we had met with. Morgan has a genuine passion for helping her clients gain financial certainty and this truly comes across in every interaction we have had with her. We would not hesitate recommending Morgan and her team at Yield Advisory for your financial planning needs.