I help 45 - 65 year olds reach Financial Freedom - Personalised and Professional Advice Solutions backed by Morgan’s superior research. Be inspired, Be empowered -- Super, Equities, Listed ETF research, Hybrids, Private Credit and much more, Insurance, Tax, and Estate Planning.
“The secret of getting ahead is getting started.” – Mark Twain
My Goal is to raise the level of professionalism through experience and drive to learn about what keeps you up at night. Determine options with projections, modelling, and behavioural finance driven outcomes.
Brainstorm modelling ideas - including wealth protection, taxation, GENERATIONAL wealth transfer, Centrelink and estate planning, and much more.
I enjoy connecting with people, educating where possible, always looking for feedback and keen to changing times - and thematics including ESG investing and Centrelink options !
If you are looking for transparent, value for money, trust and dedication towards you and your families financial future please contact me…My vision is to empower my clients by educating and proactively seeking both investment and practical solutions in achieving your lifestyle and financial affairs through a long-term trusting relationship."
Originally from Geelong, Mike is an avid outdoor enthusiast, having sailed the Atlantic Ocean, built log homes in Canada, a ski instructor, surfer and cyclist in his spare time and is now a father of two. Mike has a positive, can do attitude who is happy to take a deep dive into peoples motives, with a passion to help financial dreams become a reality.
Expertise
My fees
Make a time with me - https://outlook.office.com/bookwithme/user/8deb6b101da64e95a4fcf1b522ef7012%40morgans.com.au/meetingtype/9IHMHYYSX0GjWkX81oGmcg2?anonymous=&cc=eyJhY2Nlc3NfdG9rZW4iOnsibmJmIjp7ImVzc2VudGlhbCI6dHJ1ZSwidmFsdWUiOiIxNjkyMTQzMjkzIn0sInhtc19jYyI6eyJ2YWx1ZXMiOlsiQ1AxIl19fSwiaWRfdG9rZW4iOnsibmJmIjp7ImVzc2VudGlhbCI6dHJ1ZSwidmFsdWUiOiIxNjkyMTQzMjkzIn0sInhtc19jYyI6eyJ2YWx1ZXMiOlsiQ1AxIl19fX0
Recent reviews
At a glance
- Adviser status Platinum
- Rating
- Number of reviews 5
- First year providing advice 2013
- Years of experience 11
-
Highest qualification
- Bachelor of Commerce (Finance and Marketing)
-
Language spoken
- English
Morgans Financial Ltd
St Giles Court, Suite 1, 72-76 Gheringhap StGeelong, VIC 3220
Opening hours
- 8:30am – 5:00pm Monday – Friday
Meeting methods
- In person
- Phone
- Video call
Licensed by
Morgans Financial Ltd
AFSL 235410