Marc Chandler

Carol, 65+ years, Menai, NSW

"Marc Chandler has been our investment adviser for the past five years. We find Marc to be a courteous, professional man - always willing to take the time to speak to us via telephone or to visit our home to discuss all aspects of our portfolio. His advice on a financial and personal level regarding all aspects of this portfolio is well researched.. My husband and I have no hesitation whatsoever in recommending Marc as an investment advisor. His knowledge of the current market is excellent. His attention to detail and his warm, personable manner are without fault. Consequently, we would recommend Marc to any prospective investor and have complete confidence in his ability to gauge the needs and requirements of an investment portfolio."

John, 65+ years, Milton, NSW

"Marc has been our consultant for 20 years since my retirement from the banking industry. He is always available via phone or email and attends to redemption/change requests very promptly. Detailed reviews are conducted on time and every aspect is covered (income, assets, our future goals, wills etc). His knowledge of investments is supreme which, at times, we don't understand but is always explained by Marc. We are extremely happy with Marc and would highly recommended him."

• Government Assistance
• Superannuation
• Insurance Protection
• Retirement & Pension
• Cashflow & Income
• Complex Investments
• Growing Assets
• Wills & Estates

Jane, 65+ years, Aberfoyle, NSW

"Over several years Marc has been able to give me advice and assistance with numerous financial matters including taxation, superannuation, money -management, and how to achieve a varied investment portfolio, including shares, property and banking. Marc helps me to understand and manage my ‘self managed superannuation in a safe, profitable and ethical manner."

• Superannuation
• Retirement & Pension
• Self Managed SuperFunds
• Cashflow & Income
• Complex Investments
• Socially Responsible
• Tax Strategies
• Growing Assets
• Budgeting

Robyn, 65+ years, Cronulla, NSW

"Marc has been my financial advisor for much of my family life (almost 25 years). He has offered skillfull guidance through the stages of retirement; among which were the financial implications of chronic illness and expenditure management of the same. Marc displays a positive, gentle manner, supported by background resources, well researched and focussed on my particular needs. I would not hesitate to recommend Marc as a thoroughly reliable and exceptional advisor."

• Retirement & Pension
• Self Managed SuperFunds
• Aged Care
• Complex Investments
• Tax Strategies
• Growing Assets
• Wills & Estates

Barry, 65+ years, Illawong, NSW

"We have been clients of Marc’s for over 10 years when he guided us smoothly through the retirement and superannuation planning and we couldn’t be happier with his advice and continuing help. He always makes sure we understand his explanations and we have complete confidence in his advice. We have recommended him to family and friends, who are also happy with his advice."

• Retirement & Pension

John, 65+ years, Caringbah, NSW

"Marc Chandler has provided advice over many, many years. He has basically prepared me to handle retirement when I neared that age and has continued to provide advice and regularly has contacted me well in advance of any thought of my contacting him. My late wife and I came to regard Marc as a friend, such was his pleasant manner and attention to us, who are just average people in respect of the size of our investment needs. His investment advice on an ongoing basis was first class in every way. I did have financial advice from another one or two in the Industry prior to meeting Marc and the contrast was very marked in respect of the advice given and the follow up and regular review to keep me abreast of the performance of my investments. To this end I am now 87 years of age and Marc's excellent advice and skill have allowed me to enjoy my retirement knowing and trusting that I could not have been in better hands. I will have no hesitation in recommending him to my family members to programme and safely plan for their financial futures."

• Government Assistance
• Retirement & Pension
• Cashflow & Income
• Socially Responsible
• Growing Assets
• Budgeting

Graeme, 65+ years, Kogarah, NSW

"Marc has been our asvisor for 15 years primarily in the asministration of our SMSF and during that time has always been pro active with recommendations to maxiise our benfits. He is abreast of legislative changes and is always available for advice or to clarify any concerns and responds immediately. Our confidence in his diligence and integrity enables us to fully discuss all personal and financial matters."

• Government Assistance
• Retirement & Pension
• Self Managed SuperFunds
• Cashflow & Income
• Tax Strategies
• Wills & Estates

Wendy, 56 - 65 years, Murrumba Downs, QLD

"Marc has always made himself available to help us when needed. He is always up to date with any information regarding our financial portfolio. I feel very confident that the advice Marc gives us is will be of benefit to us in our financial planning. Marc explains things in a clear way and always confirms we understand the information he sharing with us. He follows up regularly to see our needs are being met. We are moving into retirement and Marc has been with us every step of the way with advice and support."

• Superannuation
• Retirement & Pension
• Self Managed SuperFunds
• Cashflow & Income
• Socially Responsible
• Tax Strategies
• Growing Assets
• Wills & Estates
• Budgeting

Phillipa, 65+ years, Norwood, TAS

"Marc has always been available whenever I’ve needed financial advice. My queries have been promptly followed up and the invitation to speak to him, even in his family time eg weekends has never been denied. His patience with explanations has been excellent and all paperwork presented in a professional manner. Marc has been introduced to close members of my family which I find reassuring."

• Government Assistance
• Superannuation
• Retirement & Pension
• Self Managed SuperFunds
• Aged Care
• Cashflow & Income
• Complex Investments
• Tax Strategies
• Growing Assets
• Budgeting

Tony, 65+ years, Menai, NSW

"Marc has given me advice since retiring in mid 1990s. This is over a 20 yr relationship. Every time we have seen Marc we have felt very confident with the advice. My most comfortable feeling is my wife could approach Marc with the same confidence if anything happen to me."

• Superannuation
• Retirement & Pension
• Cashflow & Income
• Wills & Estates
• Budgeting