Morgans Merimbula
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 has been helping people take control of their financial security since 1997. Morgans Merimbula offers a full service of financial planning and investment advice to a range of clients across all ages and demographics with a goal to build long term relationships with our clients based on trust and transparency. Morgans Merimbula is owned and operated by local people who can help you meet your financial goals however big or small they may be.
28/07/2025
Morgans Merimbula is looking for an administration assistant on a part time basis (2-3 days per week).
Client facing role with time management, and computer skills necessary.
for all enquiries please contact
Ashley Hunter
[email protected]
Seek link below.
Thanks!
Adviser Assistant Job in Merimbula, Wollongong, Illawarra & South Coast NSW - SEEK We are seeking a proactive and dedicated individual to provide day-to-day support to our team in a growing business.
Our new TV ad, now running on channel 10. Thanks Mark & Bruce for putting it together.
08/12/2024
Great weather for checking out North of Eden Gin distillery this weekend.
Impressive selection of Gin and good information about each variety on the tasting menu.
Connoisseur was the favourite variety for our group today.
25/10/2024
If you are looking to take more control of your super but don't want a self managed super fund just yet, consider HUB24!
HUB24 links seamlessly with Morgans software and corporate offers meaning you can get great service, access to direct shares, IPO's and other Morgans only offers, though your super fund without needing a SMSF.
Our office has been really impressed with the HUB24 interface and its huge range of features.
Check it out below.
23/10/2024
A few months ago Urs approached Morgans Merimbula for a donation to help raise funds to publish his book - "Unloaded".
This books is filled with fantastic photography and information on the local fishing industry from Bermagui to Eden. In appreciation for our donation, Urs has given us 3 copies which we plan to display near our front desks for clients to flick through.
Copies are available to purchase at
Wheelers Seafood Restaurant Pambula
Eden Visitor Info Centre
Tackle World Merimbula
Merimbula Extra book store
Eden Killer Whale Museum
Quick look: https://www.ursbuhlman.com/portfolio/unloaded
Thanks Urs.
21/10/2024
Market maestro Phil King from Regal Funds kicked off the 2024 Morgans Adviser Conference in Noosa.
Phil believed markets would continue their strength in 2025 with falling interest rates on the horizon. He was bullish on gold, copper and European banks over their Australian counterparts while having a negative view of Tesla with the subsequent rise in the quality and number of Chinese EVs.
Phil presents to Morgans a couple of times a year and is always worth a listen.
17/10/2024
Enjoyed a couple of days in Brisbane with the family before the annual Noosa Morgans Adviser Conference. Great city to visit with kids!
We loved South Bank, Streets Beach (free public pool), Eat Street (food market, Friday, Saturday, Sunday), and got to see Robert Irwin feeding the crocs at Australia Zoo.
02/10/2024
Our best ideas are those that we think offer the highest risk-adjusted returns over a 12-month timeframe supported by a higher-than-average level of confidence.
As interest rates normalise, earnings quality, market positioning and balance sheet strength will play an important role in distinguishing companies from their peers. We think stocks will continue to diverge in performance at the market and sector level, and investors need to take a more active approach than usual to manage portfolios.
For this month, we add The Lottery Corporation (TLC), Reliance Worldwide (RWC) and Polynovo (PNV) following the August reporting season. Removals this month: Coles, Inghams and Avita Medical.
Read more here: https://morgans.com.au/.../morgans-best-ideas-september-2024
25/09/2024
ON HOLD
The RBA has decided to keep the cash rate at 4.35% as inflation remains persistently above target. Despite some decline, underlying inflation is still too high says the RBA, and the path to the target range of 2-3% is projected to take time.
ON HOLD
The RBA has decided to keep the cash rate at 4.35% as inflation remains persistently above target. Despite some decline, underlying inflation is still too high says the RBA, and the path to the target range of 2-3% is projected to take time.
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Contact the business
Telephone
Address
Level 2/36 Market Street
Merimbula, NSW
2548
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
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