We build long-term relationships with our clients, helping them to reach their financial goals; no matter what stage of life they’re at. We’ll help you implement your plan and then review your progress to keep you on track over time.
Listed below are some testimonials that several of our clients shared with us based on their experience.
Judi McGrath – “On behalf of my sisters, Marg and Jenny, I would like to thank you for the professional service, help and advice we have received from you during the past few months, in regard to our Aunt’s affairs.
It has been quite a stressful time for us and we have been impressed by your caring and professional knowledge. Nothing is too much trouble for you, no matter how insignificant our questions may seem. You are always contactable, courteous and have the patience to speak to us, and explain whatever our queries are, in language we understand.
Your advice has been exceptional and we appreciate how you are always working to make the most of any decisions that have to be made.
We understand that none of your advice just happens, and that a lot of time and hard work is spent sourcing the best possible alternatives and outcomes.
We have no hesitation in thoroughly recommending you and your business, to anyone who needs your professional and caring service, and hope to be working with you for a very long time.”
Peter Lou –“Mark is a down to earth professional who will get to the bottom of his job confidently and competently.”
Kristen Richardson – “As a first home buyer I was looking for someone who would facilitate the full process.
With Mark my first home buying experience was made very easy whilst I was re-assured I wasn’t stretching myself too far financially. The consistent communication about the process going on with financial institutions and conveyancing was also a weight off my mind.”
John Pilbeam – “ have worked both with Mark and used Mark in his roles as a supplier of services. Mark has always acted in a professional manner, provided either a fast turn around or timely feedback on the items that he has been responsible for. I would use Mark again if the need arises in the provision of goods and or services.”
Tricia Lee – “Mark has been enormously helpful and understanding of my needs. I was after a straight forward and uncomplicated streamlining of my finances which is what Mark offered me.
He explained all the processes and recommendations and made it an effortless process.”
Dave Taylor – “I have found Mark to be a personable and diligent Adviser who has the best interests of his clients at heart with all advice provided.
I value Mark’s integrity and would not hesitate to recommend Mark to others.”
John Du Bois – “Mark was brought in to provide expert advice to the company employees. He initially met me and he explained the strategy to assist our staff. He met them in groups and as a result of his clarity and deep understanding spent individual time with most of them building individual portfolio’s right across to mortgage advice and all aspects of personal finance.
To this day many who engaged with him continue to work with him. He has shown himself to be trustworthy, articulate and empathetic and improved the financial outlook all those with whom he worked. I would gladly work with him again.”
Jenny Box – “Mark is a diligent Adviser who has the best interests of his clients at heart with all advice provided. He often demonstrates thebreadth and depth of his technical knowledge in his client dealings.”
Clare Walker – “I can highly recommend Mark for his financial services. He pays high attention to detail to get the best results and is very patient, particularly with older clients.
He is very broad-thinking and knowledgeable in the scenarios he proposes and ensures that his clients are satisfied with the outcomes he delivers.”