This year, we all had to deal with COVID-19. We end up having to really reflect on our core value for life, who I really can and willing to help. Ultimately making my service as essential not discretionary.
In the past few months, I have no single existing client cancel my ongoing services. I received more referrals from past colleagues and clients than 2019 when I started my own business in total. Good advice in time like this is more valuable to clients.
I am one of those fortunate advisers who managed to pass all legislative requirements who can still claim to be a qualified adviser beyond 2022 (Passed all exams and course). My 17-year industry experience is valuble to my clients.
My ideal clients? If you suffered life events like illness, divorce or going through tough time, I am here to assist.
If you are professionals who is great in your own fields earn great income but is frustrated that you still didn't reach your desired life style, I am here to assist.
If you are open-minded and willing to take extra steps to achieve your goals, I am here to assist.
80% of my clients are brilliant in their own field. They wish to engage with someone who can speak their language, who don't waste their time but put their interst first. If you are one of them, please call me on 0466986398.
Once we had initial meeting to establish your goals, collect some financials, determine scope, I can provide fixed fee for advice based on time spent with you, doing research, consider strategy and select appropriate product.
Mary helped me save money immediately by identifying meaningless insurance that I wrongly paid to Superfund. I received some peace of mind merely through her explanation of what my future financial state could be. My stress was further reduced once she began acting on my behalf. I feel very confident in Mary's advice; not merely because it's effective, but because she does not work alone. She has a team of experts supporting her. Previously, I did not pay my financial adviser directly. This led me to doubt the advice I was given. Were the decisions based on his "kick-backs"? I pay Mary Hart directly. However, these costs are instantly effective. The returns I receive from Mary's advice and actions totally and unquestionably justify the cost! I recommend Mary Hart's services to my friends and family.
My family was engaged with Mary last year. My friend recommended her to me. Before that, we have been searching for a financial planner for a few years. Couldn’t find a good one. In the last one year experienced with Mary, we are amazed by her professionalism and wealth knowledge. Her Chinese background is also a big advantage to provide service to us. We believe we made the right decision to engage with her. I have already recommended to my other friends. I strongly recommend her to you too.
Mary has consistently worked hard to keep us updated on our investment performance and is very responsive to our approach for advice.
We are very happy to have had a longstanding relationship with Mary Hart, she communicates extremely well with us and is well versed in making sure we understand the current financial climate, We would be happy to recommend Mary to any of our family or friends.
Mary has given me advice in areas including Self Managed Super Funds and Family trust.Mary was usually able to explain things to me in a clear way. Through Mary's knowledge and experience, I feel Very confident that the advice given was right for my needs. I Usually received Mary's full care and attention when I needed it.
- Adviser status Gold
- Number of reviews 8
- First year providing advice 2005
- Years of experience 18
- Graduate Diploma of Financial Planning
Valorton Private Wealth Pty LtdMLC Centre, Level 57, 19-29 Martin Pl
Sydney, NSW 2000
- 8:00am – 4:00pm Monday – Friday
- In person
- Video call
Akambo Financial Group