About Morkel Financial Planning

With years of experience in tax advisory, Ewan Morkel founded Morkel Financial Planning to provide a more comprehensive, strategic approach to wealth management. Ewan brings an insider's understanding of tax implications to his financial planning and investment strategies, creating a service that truly considers the full picture of your financial well-being. Our goal is simple: to help you reach your financial dreams, confidently and responsibly.

Why Choose Us?

  1. Integrated Expertise: Combining tax knowledge with strategic investment planning for optimal results.

  2. Personalized Service: We get to know your unique financial situation and aspirations.

  3. Transparency and Trust: Our commitment to transparency helps you make informed decisions at every turn.

  4. Proactive Management: We stay ahead of market trends and tax regulations to keep your strategy effective and up-to-date.

WHO WE SERVE

HELPING INVESTORS FROM EVERY BACKGROUND

Individuals & Families
Whether you're just starting to save or looking to transition into retirement, we help clients at all stages of life. Our comprehensive approach ensures that your financial plan is built for today and adaptable for tomorrow.

Business Owners
As a former tax advisor, Ewan is skilled at addressing the unique financial planning needs of entrepreneurs and business owners. From tax strategies to succession planning, we work to protect your hard-earned business success.

Retirees
We understand that the transition into retirement requires careful planning to ensure that your resources last as long as you do. Our strategies focus on stable, sustainable income that lets you enjoy retirement with confidence.