Morgans Financial Limited - Chalk Capital 142 Campbell Street, Toowoomba City, Queensland 4350

Welcome to Morgans Financial Limited - Chalk Capital, located at 142 Campbell Street in Toowoomba City, Australia. As an establishment and finance institution, we are a point of interest for individuals seeking expert financial advice and wealth management services.

At Morgans Financial Limited - Chalk Capital, we pride ourselves on our extensive coverage and research videos/podcasts, particularly during the Reporting Season for August 2023. Our Chief Economist, Michael Knox, highlights the significant impact of the US budget deficit on commodity markets, emphasizing the importance of staying informed in these volatile times.

Established in 1988, our Toowoomba office has been operated by Chalk Capital, a local team deeply rooted in the community. We extend our services beyond Toowoomba to the broader Darling Downs region, with regular visits to Stanthorpe, Goondiwindi, and Western Queensland.

Being part of Australia's largest privately-owned stockbroking and wealth management firm, our Toowoomba office has been locally owned and operated by our dedicated management and staff since 1991. This ownership structure sets us apart from other financial planning groups, as it fosters a higher level of commitment, focus, and motivation in our role as your trusted advisor.

At Morgans Chalk Capital, we prioritize building long-term partnerships with our clients. We work collaboratively to identify and work toward your financial goals and objectives. Our service offering is based on the principle of Client Best Interest, aligning with the Financial Adviser Standards Code of Ethics.

While our roots lie in stockbroking and investment transaction services, we have evolved over time to become a comprehensive Financial Advice and Wealth Management firm. With a 30-year history in the region, we are honored to assist our clients in managing their financial strategies, investments, and retirement savings.

The success of our Toowoomba office is attributed to the personalized and individualized nature of our service. We believe in building strong relationships with our clients based on trust and transparency, with a focus on creating a lasting legacy.

As we continuously strive to enhance our client experience, we are in the process of transitioning clients to our new client portal. If you have recently migrated to our new platform, please access it at client.morgans.com.au.

At Morgans Financial Limited - Chalk Capital, we are committed to providing exceptional financial advice and wealth management services. Contact us today to embark on a successful financial journey with a team that values your best interests.