Mark Agnew

I am 68 years old and Jeanette and I have been using Mark as our financial adviser for the past eight years . We have found him to be extremely honest very professional and easily understood. He goes over and above with his time and effort to do the right thing by ourselves. I would highly recommend Mark and his professionalism to any new prospective client.

I have used Mark to manage my supper funds and help invest considerable lump sums which I have received. I am confident that he has always acted to conserve my funds while suggesting some aspects which are likely to produce better returns in accordance with my investor profile. While he is young and progressive in his outlook, he is very mindful of the need not to risk what I cannot afford to risk. He does more than just 'tick the boxes' as so many of our advisors have done in the past.

Mark has always been available whenever we were unsure of our investments. We have appreciated his help in dealing with government departments. We feel very strongly that he is a very honest person and genuinely is concerned about our financial welfare We would have no hesitation in recommending his services. Holt and Challengga Thompson

My wife and myself have been dealing with Mark Agnew over the last few years in regards to managing our superannuation and self funded retirement Finacial planning. Mark is one of those rare individuals that was able to explain to us in a manner that was easy to understand and therefore allowing us to walk away after each of our reviews feeling very well informed and as a consequence very confident we are on the right track