About Us

Carnegie Morgan Hill is one of Sydney’s leading private financial planning firms. Our aim is to help you achieve your financial goals and deliver peace of mind through personal and customised financial solutions.

Being privately owned, we are under no obligation to promote any one bank, insurance or investment product and for this reason our interests are aligned to your needs and requirements.
 

Overview

Through access to an integrated range of services we can meet all of your needs, be it for Financial Planning, Investment Property. Finance or Accounting. Loan or product.
 

Our Panel

At Carnegie Morgan Hill we believe that “many minds make prudent advice”. For this reason we developed our “Panel of Experts” which consists of seven departments, all with differing areas of expertise
and all with significant experience and relevant qualifications. The Panel examines the client’s personal situation, their needs and objectives before making any recommendations. These factors are assessed and used to determine the most effective strategy and produced in writing by way of a Statement of Advice. When our clients are comfortable with the strategy we then seek the appropriate financial products that will help them achieve their goals and objectives.