John Morgan Financial Planner

A financial planner is a professional who helps you get whatever you want out of life.

The financial decisions you make today will determine the life you live tomorrow. My goal is to help you build the complete program you need to maximise your earning potential during your working years, so you can enjoy your life now and know that tomorrow has been taken care of.

My Approach is a structured review I developed to help clients get the most out of their financial decisions by comparing options and recommending the best course of action. I research advice scenarios based on 7 key foundations to wealth: cash flow, tax, debt, investments, superannuation, insurance and government entitlements. I will then create a program that includes a combination of strategies which are optimised to suit your unique situation and financial goals. You can be confident that my constant monitoring of these 7 foundations ensures your program is always working its hardest for you.