Mark Taylor

"Mark was instrumental in helping my elderly mum sort out her investment issues through providing safe advice on shares and investments. This has enabled her to maintain adequate funds for her to live a financially secure retirement. Thank you to Ian and Kath for your help and we as a family are appreciative for all your efforts. Happy to recommend Mark and his team they are easy to work with and client centered."

"Mark was able to sort out the 'right fit' super fund, life insurance and investment portfolio to suit my income, needs and budget. I feel very confident in my future financial strategy now thanks to Marks experienced advice and guidance."

"I very much appreciate Mark's professional advice on complex topics such as superannuation, insurance and investment - especially at a stage in life when working years are disappearing fast and retirement looms. He has a calm and considered approach to our discussions which I find reassuring, and he also reminds us to take a step back from focusing solely on the minutiae of financial concerns and instead remember the bigger picture including personal and family goals. I would highly recommended Mark to anyone seeking an approachable and skilled financial planner."

"I first met Mark ten years ago and after a thorough consultation and consideration of my financial position and risk assessment, we chose products to support my goals. Even though on a low income, with the strategies Mark put in place I was able to exceed those goals and am now on the way to a strong financial position in the medium and long term. Mark's focus is always the best outcome for his client and we have built an excellent relationship. He is trustworthy, does business with integrity and I will continue to recommended him to friends and family. Without Mark's advice I wouldn't be in the position I am today. Thanks Mark!"

"Mark, has given us advice in the areas of superannuation, investment and transitioning to a retirement/pension income. We feel extremely comfortable and confident in Mark's advice and knowledge. He is patient and willing to carefully explain the options and consequences of his advice to us. In our case this resulted in a multi-faceted tailored strategy."

"Mark is straightforward, informed and easy to understand. He demonstrated he was focused on an outcome that was best for me, not him."

"A gentleman who is very patient with MANY questions and frequently helps me understand finance etc beyond my simple capabilities - makes it more user friendly and gives ample time to ask questions, return and gives valued feedback. You need someone who enables you to make informed decisions that you are comfortable with the does not include coercion and respects your decision."

"After our initial meeting all subsequent advice and recommendations assisted us in making decisions which we were confident would prepare us for our retirement."

"Mark is the most compassionate person you will ever meet. He genuinely cares about you, your family and your lifestyle. He treats his clients as if they were his own family and he talks to me in a language I can understand. I trust Mark entirely and recommend Mark to anyone looking for his services."