I definitively took the “road less travelled” on my way to where I am today as the Principal Adviser and Founder of Mission Wealth. Growing up, I never really took an interest in money or investing. This might sound strange to those who know that my father was a well-established Financial Planner, who ran his own Advice business for over 20 years. Perhaps it was just childhood rebellion but for whatever reason I was never drawn to it.
After graduating from high school 2004, I followed my passion at the time and entered the hospitality industry as a chef’s apprentice. After working my way through a few top-notch restaurants in both, Sydney and abroad for over 8 years, I came to the realisation that the hospitality industry was not where I wanted to be long term. In 2013, I left the hospitality industry for good. Several months passed and despite working a few odd entry level sales jobs, I still had no real direction on what the next phase of my career should look like.
One day, out of the blue, my father Desmond called me. He had known that I was feeling a little rudderless recently and wanted to suggest to me. He offered me the opportunity to work for him at his small financial advice business in Parramatta, doing basic filing and office admin tasks (i.e. being his assistant).
This was not intended to be a career path but just a stop-gap solution until I had a better idea of what I wanted to do longer term, but it was this random phone call that would ultimately change the course of my career (and life) in such profound way.
I commenced working with my father in 2014. It was during this time, that my eyes were opened to the incredible impact that good financial advice can have on the lives of people. I also found myself drawn to the interpersonal nature of the business in that we got to meet awesome people day in day out and help them achieve the goals that are most important to them. After working with my father for some time, I was given the opportunity to broaden my skillset and work at some the of the best financial advice practices in Sydney. I was fortunate enough to be mentored by some great advisers during this time and I was able to develop into the adviser that I am today.
Fast forward to 2022, and after 8 years in the advice industry, I again I received a phone call, out of the blue from my dad. This time with an even more intriguing offer, “come back and take over the business”. I was in a good role at a leading advice business, but this unexpected opportunity was too good to turn down.
Now in 2023, my father has handed over the reins of his business and his blessing, and greatest respect for what he has built, we have agreed reimagine the business as Mission Wealth. A name that, I feel truly explains our purpose, which is to give people the tools they need to make meaningful change. When people feel confident about their money, it will have a ripple effect on to their families, friends’ colleagues, and community.
We are primarily a "Fee for Service" business. Our fees may vary depending on the complexity, cope and nature of the agreed work. All fees payable will be confirmed before any agreements are signed.
Marcus has been able to assist us in improving our cash management and budget. He is easy to talk to you, very professional and understanding of our needs and goals. We would definitely recommend Marcus’s expertise to others.
I’ve been working with Marcus for over two years now and it has been a really great experience So much so that I have even referred my very close friends. All throughout my financial planning journey, Marcus has been great at explaining the process in a way that I could relate and has always made sure to educate as well as provide advice along the way. With his help, I’ve grown my plan in line with my goals and it now feels like an active an evolving plan. Marcus and the team at Mission Wealth have been consistently personable, available, and engaged. I would recommend them highly recommend to anyone seeking proactive financial advice.
We have worked with Marcus for the last 3 years and we followed him from his previous company. He has been great and we would recommend him!
Marcus is fantastic at what he does, a genuine guy who really cares about his customers, their requirements and provides solid recommendations.
We were confused about our strategy to build wealth long term and whether we should owner occupy or invest into property. By going through multiple different scenarios in detail with Marcus, we were able to understand what worked best for our family long term. The result was something completely different to what we were originally thinking about before we spoke to Marcus as we could see in detail what made the most sense for our family thanks to Marcus and his modelling.
Now we are well on our way to financial freedom. We can’t recommend Marcus enough to anyone seeking advice or support with their finances, investment strategies.
Marcus was an invaluable part of my team. When I came to Marcus, I was leaving big tech to start my own business and go back to school. It was a time of intense fear and financial risk. Marcus provided me with security and guidance to take those risks and encouraged me to follow my ambitions. He gave me the strength by designing a financial plan that allowed me to do this while also protecting my future. We also adjusted my spending patterns and habits to account for my new lifestyle and set me up for running a business. He was always available for me (even when I needed to cry!). I highly recommend working with him.
- Adviser status Gold
- Number of reviews 18
- First year providing advice 2015
- Years of experience 8
- Graduate Diploma of Financial Planning
Mission WealthLevel 15, 60 Station St E
Parramatta, NSW 2150
- 8:30am – 5:30pm Monday – Friday
- In person
- Video call
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