Mark is an extremely pleasant adviser to deal with, who understands my organisation's unique investment requirements and without fail has gone the extra step to find appropriate investments for us.
Mark is very thorough and comprehensive in his advice and follow up.
Mark has been a great help to My husband James and myself enabling us to understand the complex working of finances etc.. He takes time to explain to us in a very clear way what is happening financially . He is very patient to give us time to take in what we need to do know. We have known Mark before we became his clients, and we always had confidence in his ability to guide a client in safe choices. We have been quite impressed by his knowledge and experience. In times when things have been difficult and I have made mistakes, he has guided me through on the internet. I have much pleasure in recommending him to others.
Mark has given me advice on shares and self-managed super. He takes time to find out what is important to me and I feel confident his advice is tailored to my circumstances. I now have a very clear plan of what I need to do for a comfortable retirement.
Mark has had his finger on the pulse of my investment portfolio and is always ready to explain matters to me, as well as coming up with suitable, often subtle, changes, and methodology that I certainly would never have thought of by myself. In addition, he doesn't over-explain the financial workings, so our meetings are efficient and not a complicated lengthy time leaving me feeling mentally inadequate to comprehend, as one of my previous advisers had behaved.
W2 Wealth Pty LtdUnit 10, 53-57 Glen Osmond Rd
Eastwood, SA 5063
- Adviser status Platinum
- Number of reviews 98
- First year providing advice 2005
- Years of experience 17
- Certified Financial Planner (CFP)
- Bachelor of Financial Services (Honours)
W2 Wealth Pty Ltd