John Morgan Financial Planner in North Rocks | Financial planner
John Morgan Financial Planner
Locality: North Rocks
Phone: +61 487 818 485
Reviews
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25.01.2022 #Simpleplan #Financialplanning #JohnMorganFP #Happiness
24.01.2022 You can now book an appointment through the Book Now (Button).
17.01.2022 Pyramid of the Financial Planning Process.#FinancialPyramid #FinancialPlanning #Adviceprocess #JohnMorganFP
16.01.2022 Is your answer YES to at least one of the questions in the photo? If so then you may want to consider booking an appointment with your financial planner. Call John Morgan FP on 0487 818 485.... #johnmorganfp #financialplan #financialsgoals #family #shorttermgoals #longtermgoals #superannuation #retirement #lifeinsurance #trauma #insurance #financialplanning #financialplanning
14.01.2022 Use the 'book now' link at the top of the page to see how I can help you today and tomorrow. #johnmorganfp #financialplan #save #protect #grow #insurance #dream #worryless #livemore #financialplanning #protectingwhatyoulove #booknow
14.01.2022 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 scenari...os 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. See more
14.01.2022 The Stroke Statistics are really frightening. Make sure you are protected...CALL ME FOR MORE INFO ON 0487 81 84 85
12.01.2022 Do you have your goals in place - cash flow, tax, debt, investment, superannuation, insurance, government benefit and most importantly your family goals? Seeing a financial planner can help you get your goals set and prioritised. Call today to book an appoinment with someone you can trust 0487818485.
10.01.2022 THANK YOU ALL FOR AN AMAZING MILESTONE OF 500 LIKES
09.01.2022 Tips for Planning during your thirties #thirties #30s #planning #Financialplanning #JohnMorganFP #savingtips
08.01.2022 Have you been thinking about your financial goals? Is superannuation on your mind, or maybe it's your children's education. Whatever it is, I can help you achieve them. I find writing things down help. Using a list works wonders, grab a paper and a pen or a keyboard and write down your short term and long term goals. I'll start with mine: Short-term 1. Wedding 2. New home... 3. Travel Long-term: 1. Children and their education 2. Investment property 3. More travel 4. Retirement Goals vary depending on age, sociology-economic position, work status and even mind set. Post one of your goals or share your list. JM #johnmorganfp #financialplan #financialsgoals #family #shorttermgoals #longtermgoals
08.01.2022 No one wants to think about the possibility of something going wrong in their life such as redundancy, trauma or even death. However, in reality the risk is always there. The future is never certain but you can ensure that if the unexpected does happens your family is looked after. Talk to us about protecting the most important people in your life - your family #family #insurance #financialplanning #johnmorganfp
03.01.2022 Financial Planning is more than just investing. It's also about protecting your family. A good article that puts financial planning into perspective. #financialplanning #protectingwhatyoulove #insurance #protection #family #johnmorganfp #cnbc #article... http://www.cnbc.com//financial-planning-is-beyond-investme
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