“Financial planning is much more than just the critical role of managing client’s money wisely. It also requires an insight into our client’s life and what money really means to them – managing a client’s money and helping them make the most of it, is what financial planning is really all about”.

Mark is a qualified financial planner with a special interest in Financial Life Planning. He has always been fascinated by the relationship between psychology and money and became a CERTIFIED FINANCIAL PLANNER® so he could combine his two passions: studying the relationship people have with money and advising people on how to achieve the most from their resources.

Mark predominantly works with professionals, business owners, executives and retirees. He holds a Master of Financial Planning (M Fin Plan) and is a contributing member of the Financial Planning Association of Australia.

Watch this short video to find out how we can make a difference to your life.

Contact us today to arrange an initial meeting with one of our advisers.