Skip to main content

"Mark has advised us for a long period of time and has provided exceptional, sound and personalised advice. He has tailored advice to our various financial circumstances and prepared us for retirement. A complete budget review saw us consolidate insurances and save money. We have diversified our superannuation strategies over the years, on Mark's advice, and have grown our portfolios without too much risk. We would highly recommend Mark, who takes the time to know his clients and individualise their needs. - Rosemary and Marshall, Wynnvale, SA."

Rosemary, Wynn Vale, SA56 - 65 years

"Mark has worked with me for the last decade, seeing me through a few major life events over the years, guiding me through various financial decisions, and helping to ensure that I am adequately protected, should the worst happen. This has been especially important being self-employed and self-sufficient. I cannot be more grateful. When recently given a cancer diagnosis, a phone call to Mark was all I needed to get the ball rolling, and those decisions he helped me to make all those years ago certainly paid off. Thank you to Mark."

Melinda, Windsor Gardens, SA46 - 55 years

"Mark has always responded promptly to any queries I may have had in between my end of financial year review. He is always courteous and very helpful in all aspects each time I have dealt with him on relevant matters."

Kate, Klemzig, SA65+ years

"Mark's professionalism and approach to his clients is first class. His knowledge and advice on how best to protect and grow both my wife's and my assets/cash is outstanding. Mark makes things easy to understand for us whilst he and the advisers put our money to work behind the scenes. Mark is always in constant contact either by email or phone to keep us updated or just to touch base to see if we have any questions. We could not be happier with Mark's service and advice and would highly recommend Mark and his services to anyone looking for sound and professional financial advice. Cheers, David and Bronny."

David, Leeming, WA46 - 55 years

"Mark has been advising me in a professional and friendly manner for over 10 years. Always prompt in responding to questions."

Ian, Trott Park, SA56 - 65 years