Morgans Newcastle in Charlestown, New South Wales | Financial planner

Morgans Newcastle

Locality: Charlestown, New South Wales

Phone: +61 2 4926 4044

Address: Suite 2, 12 Smith Street 2290 Charlestown, NSW, Australia

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• Investing service
• Financial planner
• Brokerage firm

15.01.2022 Investment Watch is out! Another year has flown by. With Christmas around the corner, we take this opportunity to look back on a very challenging year.... The Morgans Foundation has grown to approximately $11 million in value and in 2020 reached a milestone of over $10 million donated to Australian charities! In October, Morgans took out the ifa Dealer Group of the year award! As for the outlook for 2021, Michael Knox and our Equity Strategy team continue to uncover compelling market opportunities amongst the market noise. 2020 has been a challenging and disruptive year for many but from all the staff and management we appreciate your ongoing support as a valued client of our business. We wish you and your family a safe and happy festive season, and we look forward to sharing with you what we believe will be a prosperous 2021.

10.01.2022 Sell so much that your kids think they are next! Christmas is just around the corner and people are looking for bargains. The things you don't use any more might be someone else's treasure, so put it out there for sale. You will clean out some space and get some return on the things you have spent money on. #WisdomWednesday

04.01.2022 This year has brought some tough times and challenges for us all and Christmas can seem daunting for those doing it financially tough. While it is hard, celebrating the good things can often keep us going, so we've found a few free/cheap things to do in the spirit of this festive season: - look at Christmas lights with your family. Make a scavenger hunt list of items to find in the lights and compete to be the first to find them all.... - Make a tradition of cooking Christmas foods - Spend time with the people you enjoy most (and tell them how much you appreciate them!) Tell us about the little traditions that make Christmas for you? #WisdomWednesday

03.01.2022 After a long and trying year we are ready to celebrate the good things in life with the people we love. Wherever you are this Christmas, we wish you a safe, happy & restful time and we look forward to working with you again in the New Year. Over the festive period, Morgans Newcastle is open for normal market open hours (just closed on Public Holidays) so if you need us, don't hesitate to reach out.