Mark has helped us in taking stock of our financial situation, including getting our insurance right, and our superannuation and mortgage repayments in order. We've really appreciated his great responsiveness and understanding of what we were looking for, and we feel well informed about our options now. We feel much more confident in our financial arrangements and position, and will be keen to keep working with Mark in future.
I engaged Mark Kruger's services from Money Rocket 1 month ago due to feeling concerned with personal finances, superannuation and life insurance choices. My wife and I found it challenging to compare products and services on our own as they appeared confusing and misleading. Mark was able to talk to us with ease and explain the ins and outs of the process in a simple manner. Within the first 15 minutes of our consultation, both Hannah and I felt at ease and knew that we'd found the right person for the job. The process of finding the best deal took less than 5 business days and we found it refreshing that honest and transparent advice was given by Mark, even when some of the options provided to us offered Mark little to no financial benefit and that our best interests where front and center of his mind. Once our super and life insurance was taken care of, we were shown Money Rocket's personal finance platform which allowed us to keep track of what we were spending. This was a confronting exercise as I was able to add up all the bottles of wine I'd purchased over a month, how many cups of coffee I'd purchased on a weekly basis and put a dollar value to my reckless spending. Having Mark as our financial co-pilot was a a great decision and we even received weekly reports on our spending habits which gave us clarity for future spending. For anyone looking to take care of their personal finances and get back on track, look no further than Money Rocket. I'd happily recommend my friends and family to Mark and he now has a client for life. Thank you :)
Thank you Mark for all your help! Your down to earth, trustworthy and clear advice made money/superannuation the opposite of overwhelming. I am very thankful for all your help!
'Mark has given me advice in areas including loan products, self managed super funds and managing debt. Mark was able to explain things to me in a clear way. Through Mark's knowledge and experience, I feel very confident that the advice given was right for my needs. I received Mark's full care and attention when I needed it.'
Mark was extremely knowledgeable and patient with our questions. He set out a plan for us and clearly showed us a potential projection of our future savings. We were able to save on contributions to our life insurance while still achieving our outcomes and income protection Thank you Mark
MoneyRocket Financial Services Pty LtdSuite 1, 2 Fraser Cres
Ocean Grove, VIC 3226
- 9:00am – 5:00pm Monday – Friday
- Adviser status Bronze
- Number of reviews 7
- First year providing advice 2018
- Years of experience 5
- Diploma of Financial Planning (1-8)
Gps Wealth Ltd