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, 2023 & 2024 Morgan was honoured 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

Our professional fees are based on the scope and complexity of the work required, which varies depending on your individual circumstances. We offer four packages tailored for both retail and wholesale (high net worth) clients

5.00 November 2024

I have enjoyed working with Morgan as my financial adviser for the last 5 years, and I cannot recommend her enough! From day one, she has taken the time to explain everything in detail, ensuring I fully understand my options without using complex jargon or confusing terms. Her ability to communication ability makes even the most complex financial concepts accessible and clear. Morgan has always been incredibly patient and attentive to my needs, making the entire financial planning process not only informative but also enjoyable. She genuinely cares about her clients and goes above and beyond to provide personalised advice and support. She has truly been a lifesaver for my financial journey.

5.00 September 2024

We recently sold our business, and Morgan was a tremendous help throughout the entire process. At our age, taking such a big step can be daunting, but we’re very pleased with the outcome and now feel confident planning the next phase of our lives. Morgan took the time to listen to what we wanted and worked closely with our accountant.

After the sale, we invested the proceeds, which made us very nervous since we've never done anything like that before. But we couldn't be happier with how things have turned out. I highly recommend Morgan & Liz for anyone looking for solid advice and support.

5.00 September 2024

We’ve worked with Morgan Heywood for 4 years and followed her when she established her own business, Lume. Throughout our time with her, Morgan has demonstrated a deep understanding of financial matters, helping us restructure our superannuation with great results. She has a clear, approachable communication style, explaining complex concepts in a way that’s easy to understand without ever being condescending. Morgan is also always available to answer our questions, and her personable, caring nature makes us feel confident and supported.

5.00 September 2024

After sitting with several Financial Planners it was clear Morgan and her team were a cut above. Extremely happy with the service and the results.

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!