At Bountiful Wealth, we help you make the most of your finances no matter what stage of life you are in.
We do this by listening to you, understanding you and considering your circumstances. We then help you to establish goals, understand your financial planning options, implement a strategy, and enjoy your life.
We know financial advice is as much about lifestyle and relationships as it is about money – that’s why we pride ourselves on providing long-term, holistic advice. Our clients are so happy with our service, they refer their friends and family to us.
Bountiful Wealth is a part of RI Advice Group, who has been providing financial advice to everyday Australians since 1979.
Here’s how we can help you!
Just as you wouldn’t leave the house without a map or GPS to plan to reach a destination far away, financial advice is a structured way to plan your financial prosperity and security. A financial adviser will guide you by:
Helping you identify the 'destination' of your personal goals in life, such as an early retirement, travelling or building funds for children's education. Planning the best 'route' by developing strategies for saving, investing and contingency plans to protect your plan against life's hazards along the way. Assisting you to 'navigate' along your chosen route by keeping you on track with regularly reviewing your direction and adjusting as required. Our financial planners take an all-inclusive view into all your finances and goals, so we can create a custom financial plan that will take you where you desire to be financially. We explore all opportunities and all strategies that will set you on the best path for success.
At Bountiful Wealth, we believe that the fee you pay should reflect the service provided. We charge highly competitive fixed advice fees dependent on complexity and service frequency. All fees are fully explained and agreed with you prior to commencement of the Statement of Advice.
Mark is a very knowledgeable adviser which shows when communicating with clients such as my wife and I. He knew answers to the most complex questions we had and was very honest and upfront. I look forward to our next meeting and have no doubt we will have another 5 star experience. Thank you Mark from the Wrights.
Mark was recommended to me by a friend and I found Mark very approachable & professional. Mark listened to me, answered my questions, provided financial advice and a plan for my future.
Bountiful Wealth have given us great overall financial advice that was specifically tailored to our situation. The whole process start to finish was very holistic and easy to follow along. The ongoing use of their data collection system Wealth Central is also a great perk! Couldn't fault them! 10/10.
I have always found Mark to be very helpful, understanding, knowledgeable, polite and honest. I feel extremely confident in Mark and believe he has the expertise and knowledge to enable me to achieve my goals and that he fully understands my financial situation and needs.
Mark has always contacted me personally whenever it is required or as a check up. This is usually done over the phone with a follow up message by email. When I have contacted the office with a query he has always called back with the advice for the problem. When going over the information in his office, the information was well presented on the large screen in front of us. This made it easy to see what was being discussed and how it impacts on me. So far this has been very helpful in all aspects of the portfolio/superannuation. Mark is always very polite and calm when dealing with me.
- Adviser status Silver
- Number of reviews 9
- First year providing advice 1999
- Years of experience 24
- Diploma of Financial Planning (1-8)
Bountiful WealthBuilding 12, Unit 12c, 2-4 Flinders Parade
North Lakes, QLD 4509
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call