Marcus Hargreaves

Belmores Wealth Management

Bronze

1 Yr Experience

Yarrawonga, VIC 3730

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I provide comprehensive, tailored advice to wide range of clients, based in the Yarrawonga, Numurkah and surrounding areas.

My aim is to help clients to be able to do what they want, when they want, and with who they want (financial freedom). Living life on their own terms, using money as a tool to do so.

I would love to work with you to realise your individual goals.

Superannuation
Insurance Protection
Retirement & Pension
Cashflow & Income
Tax Strategies
Growing Assets
Budgeting

4.75 November 2025

I found Marcus to be an excellent listener & communicator, very friendly and prepared to spend as much time as needed to answer any questions. For which he is also very knowledgeable.

Most importantly, at no time did my wife & I feel like just another number.

5.00 November 2025

Marcus Hargreaves has been our financial adviser since we converted our self-managed super fund into liquid assets. His knowledge, expert professionalism, and proportionality in advising us in all matters financial has been, and continues to be, very reassuring. Marcus communicates with us at appropriate agreed intervals via phone, email and face-to-face meetings. His advice has been tailored to our proclivities, balancing conservatism with risk taking. We whole-heartedly recommend Marcus to any prospective client seeking expert advice for their specific needs.

5.00 November 2025

My partner has dementia & no understanding of his finances or investments.

Marcus was so patient & reassuring.

A very positive & easy session for us.

5.00 November 2025