The Moreton Group

What The Moreton Group does

The Moreton Group (legal entity: TMG Financial Services Pty Ltd) is a privately held Australian financial advisory firm founded in 2001 by Hugh Dickson and headquartered at Sanctuary Cove on the Gold Coast, Queensland, with a second office in The Junction, Newcastle, New South Wales. The firm delivers fee-for-service retirement planning and broader financial advice, with primary personas being Australian teachers, nurses, and 'everyday Australians'. Its service catalogue spans superannuation advice, pension optimization, transition-to-retirement strategies, estate planning, taxation strategies, life insurance, investment and wealth creation advice, and government benefits guidance (Age Pension, Commonwealth Seniors Health Card). Delivery is conducted through a three-step consultative process (initial consultation, strategy build, ongoing support) executed face-to-face with qualified financial advisers; there is no proprietary software platform, mobile app, or self-serve digital channel — the offering is human-delivered and relationship-driven.

The firm is family-owned and operated, with the founder's son Cameron Dickson assuming the Managing Director role in 2018, joined by brother Matthew Dickson as a financial adviser, founder Hugh Dickson remaining available for guidance, and additional advisers Steven McQuillan and Christopher Sam bringing 15+ and 30+ years of finance experience respectively. It is an Authorised Representative of TMG Licensee Services Pty Ltd (ABN 50 103 881 296, AFSL 325652). Revenue is generated exclusively through professional advisory fees on a quote-based engagement model, with initial consultations offered at no charge to drive conversion.

The go-to-market motion combines content marketing (blog, social media on Facebook, Instagram, and LinkedIn), webinars to professional organizations such as ACORN, and community sponsorships including the Southport Yacht Club and QLIODA Junior Sailing Team. Pricing is not publicly disclosed. The firm has no subsidiaries, no external institutional investors, no M&A activity, and no disclosed financial metrics.

Name

The Moreton Group

Legal name

TMG Financial Services Pty Ltd

Website

https://themoretongroup.com.au

Company type

Private

Founded year

2001

Operating status

Operating

Headcount range

11–50 employees

Short description

The Moreton Group is an Australian financial advisory firm specializing in retirement planning for teachers, nurses, and everyday Australians, offering superannuation, estate planning, taxation, life insurance, and wealth creation advice from offices in Queensland and New South Wales.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Retirement Income Planning & Decumulation Advisory (FSAEABAD), Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE), Estate Planning & Trust Structuring Advisory (FSAEAKAC)

Keywords

• Financial advisory services
• Retirement planning
• Superannuation advice
• Wealth management
• Estate planning

Headquarters

HQ city

Hope Island

HQ country

Australia

HQ region

Oceania

Offices2 records

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Others

Revenue model

1. Financial Planning and Advisory Services: The company generates revenue through financial planning and advisory fees for retirement planning services including superannuation advice, investment advice, estate planning, taxation strategies, and life insurance. Services are provided to individuals (teachers, nurses, everyday Australians) on a fee-for-service or advisory fee basis.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

The Moreton Group provides personalised financial advisory and retirement planning services, with specialisation in superannuation, wealth management, estate planning, aged care, and life insurance for individual Australians. The firm targets teachers, nurses, and everyday Australians, delivering ongoing advice through authorised representatives operating under TMG Licensee Services Pty Ltd (AFSL 325652) from offices in Sanctuary Cove (Gold Coast) and Newcastle.

Product overview

The Moreton Group is a financial advisory firm that offers a unified platform of retirement planning and financial advisory services. Their core offerings include specialized retirement planning for teachers and nurses, along with complementary services such as superannuation advice, estate planning, government benefits guidance, taxation strategies, life insurance, investment advice and wealth creation, and pension planning. The company takes a personalized approach, offering tailored retirement roadmaps through a three-step process: understanding client circumstances and goals, building personalized retirement strategies, and providing ongoing support throughout retirement.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Advice General personalised financial advice for individual clients, including budgeting, savings, and wealth structuring, delivered by authorised representatives at The Moreton Group.
• Retirement Planning Specialised retirement planning advice for individual Australians, with a focus on teachers, nurses, and everyday workers approaching or in retirement.
• Superannuation Advice Advice on superannuation fund selection, contribution strategies, and retirement income structuring for individual clients.
• Estate Planning Advice on estate distribution, beneficiary structuring, and wealth transfer for individual clients and families.
• Aged Care Advice Advice on aged care funding options, structuring, and government benefit navigation for individual clients and their families.
• Life Insurance Life insurance advice and structuring for individual clients, including coverage assessment and product selection.

Quantifiable outcome

• Seven out of 10 people over 55 who talk to The Moreton Group can actually retire sooner than they think

Named customers6 records

Segments3 records

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered minor.

• QIODA (QLD International Optimist Dinghy Association)minorGTM or Marketing Partner · 1 January 2023The Moreton Group sponsors the QLIODA Junior Sailing Team heading to compete in the Nationals in Sydney, Pittwater. The 2023 Musto Australian Optimist Championship was the competition venue. This sponsorship supports youth sailing and community engagement.
• Southport Yacht Club (SYC)minorGTM or Marketing PartnerThe Moreton Group became an official sponsor of the Gold Coast's Southport Yacht Club and supports its Junior Sailing Program. SYC, established in 1946, is the Gold Coast's most award-winning premier sports club and recent recipient of the 'Hall of Fame Award' from Keno & Clubs Queensland Award for Excellence (three consecutive years). The sponsorship aligns with the company's community involvement and family values, as Managing Director Cameron Dickson's son participates in the junior sailing program.

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Emerging players

• Raiz Invest: Australian digital micro-investing and superannuation platform targeting everyday Australians — competes for the same end-customer wallet via a low-fee, tech-led model rather than human advice.
• Spaceship Super: Digital-first Australian superannuation and investment provider appealing to younger professionals — adjacent emerging competitor to traditional advisory firms serving teachers/nurses on super decisions.

Direct peers

• Shadforth Financial Group: Australian financial advisory firm providing superannuation, retirement, and investment advice to individuals — overlaps with Moreton Group's core retirement/superannuation and life insurance services.
• Sentry Group: Australian boutique financial advisory firm offering retirement and wealth planning to individuals — directly comparable in service mix, scale, and human-delivered advice model to The Moreton Group.
• Bridges Financial Group: Australian-owned financial planning and wealth advisory firm serving individuals across retirement, superannuation, and investment advice — similar mid-market boutique profile.
• Lighthouse Financial Group: Australian advisory firm focused on retirement, superannuation, and wealth creation for individuals — comparable scale and direct human-advisory distribution.
• Astute Advisors: Boutique Australian financial advisory offering retirement planning, superannuation advice, and investment strategies for individuals and families — comparable target market and service stack.

Broad incumbents

• BT Financial Group (Westpac): Wealth division of a major Australian bank delivering financial planning, superannuation, and investment advice — broad incumbent offering retirement planning at scale across Australia.
• Insignia Financial (IOOF): Major Australian wealth management group offering financial advice, superannuation, and retirement solutions through multiple advice brands — broad incumbent competing in the same retirement advice category.
• AMP Financial Planning: Large incumbent Australian wealth manager with a national adviser network providing retirement, superannuation, and investment advice — competes for the same end clients but at significantly greater scale.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/themoretongroup
• LinkedInlinkedin.com/company/the-moreton-group
• Instagraminstagram.com/themoretongroup
• Xx.com/TheMoretonGroup

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles5 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Moreton Group