Marc Chandler

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.

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.

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.

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.