Mark Taylor

My Fortress Milton

Gold
17 Yrs Experience
Milton, QLD 4064

We provide thoughtful, personal financial advice to Brisbane families. Talk to us to grow your wealth and meet goals, while also enjoying life right now.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

When you sign an Initial Advice Engagement Agreement with us we agree to gather the facts about your situation and then have one or more strategy meetings with you to consider alternatives. We then prepare a Statement of Advice with our recommendations and let you consider it. We then implement your decisions. The initial fee of $2,950 also cover 12 months ongoing advice.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.80
  • Number of reviews 9
  • First year providing advice 2005
  • Years of experience 17
  • Highest qualifications
    • Postgraduate Diploma of Management
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

My Fortress Milton

10 Dorsey St
Milton, QLD 4064

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

My Fortress Pty Ltd

AFSL 508806