Morgans Toowoomba in Toowoomba City | Financial planner

Morgans Toowoomba

Locality: Toowoomba City

Phone: +61 7 4639 1277

Address: 142 Campbell Street 4350 Toowoomba City, QLD, Australia

Website: www.morgans.com.au/Branches/QLD/toowoomba

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25.01.2022 Morgans Senior Analyst, Dr. Derek Jellinek, provides a comprehensive update on the COVID-19 Vaccine. He also breaks down the key stakeholders within the race, how they are currently positioned and the impact on the sharemarket. Listen to the full podcast on the Morgans blog: https://bit.ly/31fIcaH

23.01.2022 Early signs point to a recovery in the global economy through 2021, and while conditions are subdued, the Australian economy remains resilient despite the COVID-19 scars. Download our Summer 2021 Outlook edition now: https://bit.ly/2WbHjNp

20.01.2022 We are thrilled to have been named Dealer Group of the Year in this year's ifa Excellence Awards. Thank you to the ifa and most importantly to our valued clients and staff. It’s an honour and a privilege to have you as part of the Morgans community. As a dealer group, our focus is centred on providing our clients with an exceptional personalised service and we put that at the forefront of everything we do. ... More information about this award can be found on our website (https://bit.ly/32aa7sS).

18.01.2022 We’d like to thank everyone who contributed to our Little Dry Friday fundraiser last week. Together we raised over $370,000 for rural Australians in need. A very special thanks goes to The Goldburg Family Foundation for their donation of $50,000 and the Morgans Foundation for generously contributing $250,000. Our charity partner Rural Aid will distribute the proceeds via pre-paid Visa debit cards to country families suffering financial hardship. They really appreciate your support. It will make a difference.

16.01.2022 The 2020 Federal Budget is touted as an 'Economic Recovery Plan for Australia'. We summarise the measures that have been proposed in this year's Federal Budget from a wealth management perspective, including tax, superannuation, social security and small business. Watch the video below or find out more on the Morgans blog: https://bit.ly/3jHugNE

16.01.2022 Self-managed superannuation funds (SMSFs) have become the superannuation fund vehicle of choice for many Australians. However, despite the control, involvement and flexibility an SMSF can provide, you need to ask yourself the following questions before deciding if an SMSF is right for you.

15.01.2022 As we all know, 2020 has been a challenging one for many Australians. We would therefore like to mark #BigDryFriday this year with a smaller event. "Little Dry Friday" is the small and mighty cousin of Big Dry Friday a campaign that aims to create awareness of our friends in regional and rural Australia, many of whom continue to suffer financial hardship due to adverse weather conditions, including drought, floods and fires. On Friday 27 November 2020, we invite you to thin...k of our farmers and make a contribution to their welfare. Small amounts collectively amount to make great change. Your contribution will be doubled by the Morgans Foundation, which will match dollar-for-dollar all funds raised (capped at $250,000). All donations are tax deductible. All proceeds from our #LittleDryFriday fundraiser go directly to the Australian charity Rural Aid which will disperse 100% of the funds to regional Australians suffering financial hardship. Our 2020 fundraiser aims to continue the efforts of the past two years, in which our Big Dry Friday campaign raised a combined total of more than $2 million. Click on the link below to find out more information or to make a contribution.

14.01.2022 In our latest edition of Investment Watch, we cover the outlook for Banks, Retail, Telco and Property. We continue to expect the markets to make further gains, but we are preparing for a more turbulent ride ahead. We also pick apart the opportunities in the Listed Investment Trusts and update our Asset Allocation benchmarks. Get your copy here: https://bit.ly/30WlqEn

08.01.2022 Morgans Best Ideas December 2020. This month we add Orica, Lovisa Pty Ltd, Bega Cheese Limited, GrainCorp, Inghams Group Limited, Mainstream and Coronado Global Resources Inc. We remove ALS Limited, Adairs, Super Retail, Woodside, Costa Group and Orocobre. Equity Strategist Andrew Tang provides context. Access full list: https://bit.ly/33WMwg8

03.01.2022 GOOD APPLES v BAD APPLES What does a good investment look like and how do you tell the difference between a good investment and a bad investment? Boh Burima is here to share his thoughts on how to identify good investment opportunities. #MorgansToowoomba