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.
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.
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.
- Adviser status Gold
- Number of reviews 9
- First year providing advice 2005
- Years of experience 18
- Postgraduate Diploma of Management
- Certified Financial Planner (CFP)
Bricks and Mortar Private Wealth Pty Ltd627 Stafford Rd
Stafford, QLD 4053
- 9:00am – 5:00pm Monday – Friday