I have been in Financial Services since I graduated from university in 2006 and have provided qualified financial advice since 2010. My professional mission as a Financial Advisor is to provide my clients with advice that helps them achieve their financial goal and ultimately improve their lifestyle.
I do this by way of firstly understanding their situation, what is important to them, and how we can use their current resources to help align these factors.
It is important to understand that financial advice encompasses many areas but my key specialties are in Superannuation and Retirement Planning, which I use to help my clients retire when best suits them rather than when they thought they had to. This includes planning for early retirement through investment advice and legislative strategy.
I also do planning in Aged Care which includes residential aged care planning, and home care. In addition I provide advice in Self Managed Super Fund management, stock broking, advice on financial products, and budgeting and cashflow.
All planning is done through a Financial Plan that is scoped to meet your needs and objectives
The initial appointment is at no cost to the client as this is an opportunity to understand what the situation is and how we as financial advisers can help. Should we agree to complete a plan the cost will depend on the complexity of the offering. A simple plan my range from $1,100 and a more detailed plan may increase from $2,200. Our ongoing management of investments begins at 0.66%.
Stephen has given me advice on superannuation and also in the commencement of a small franchise business. I have always found Stephen able and available to provide the advice I need. He takes a very hands on approach and goes out of his way to ensure that we have regular face to face meetings.
I would highly recommend Stephen for financial planning and superannuation advice. Very informative and understanding of my needs both now and the future.
- Adviser status Silver
- Number of reviews 3
- First year providing advice 2012
- Years of experience 11
- Graduate Diploma of Applied Finance
Morgans Financial LtdLevel 4, 40 McDougall St
Milton, QLD 4064
- 8:00am – 5:00pm Monday – Friday
- In person
- Video call
Morgans Financial Ltd