A move to live in Perth, WA prompted me to re-look at what I really wanted to do career wise as I headed into my 30s.
We had bought our first home in the UK in 1999 at which time I realised that getting your first mortgage was not as easy as I’d assumed. After trying my bank (the one my mum had walked me into as a kid to open my first account, because “one day you’ll need a mortgage”) who said ‘No, not enough savings’, then trying a broker who said the same, I decided to pick up the Yellow Pages and start making some phone calls. After many hours on the phone I finally found a bank that said ‘Yes’ and we went on to buy a home that within months increased to a value well out of our price range. This experience made me realise I had the problem solving skills and tenacity to work as a mortgage broker. So my new business in financial services started out providing mortgage broking advice to anyone who wanted a hand in doing the hard work to find the right loan and lender.
Six years later I had a call from a client, whose wife had just passed away three weeks after giving birth to their first child. My client was struggling to manage the mortgage that I had previously arranged for them. That phone call left me devastated. This experience made me realise that yes I was helping clients buy their homes, but was I really helping them over the long term? In 2010 I made the decision to train as a financial adviser so that I could help clients to protect themselves against the unknown and have a good plan to manage all their financial affairs. Since then seeing the real positive difference I have made in peoples live’s ensured that my business focus is now centred around managing clients personal risk alongside helping them to grow wealth, pay off their mortgages and plan for a happy retirement.
I've been using mark for the best side of ten years. In this time he has helped me with several types of advice through out this time. Initially he helped me with cash management, super and personal insurances, this has since gone on to include bonds and other investment strategies. He has always taken the time to clearly explain right down to the finest detail if required. I find him very approachable and most importantly professional.
Primarily Mark has helped me plan, choose and implement insurances in line with my financial strategy. Individually, I am very proactive at managing my own financial education & future. Mark has been able to discuss, advise and deliver well informed guidance on a wide range of financial topics at all levels of complexity. Mark is easy to understand and get along with, providing regular relevant financial newsletters and responsive communication whenever required. I chose and choose to engage with Mark because I trust him as a person and the upfront advice he provides.
Mark has been giving us advice on insurance and superannuation for the last 8 years. He is always professional and able to explain things in a clear way with his knowledge and experience in his field. Mark is always available to help whenever needed and make recommendations with the changing times. He meets with us on a regular basis and keeps us up to date with everything. I would not hesitate in recommending Mark to anyone for any financial needs. He is very thorough and pays close attention to detail.
Mark has been managing my Financial affairs over the last few years. I have had no issues navigating through various paperwork and records as he has made it very simple and user friendly for me to grasp. Great presentation of paperwork and very timely with his responses to all our queries. Would definitely recommend him to anyone looking for someone reliable and trustworthy to manage their personal financial affairs.
I have known Mark for more than 10 years and found him to be very professional and knowledgeable in his field. Mark has given me advice in areas including insurance , home loan products, super funds and managing debt. Mark was able to explain things to me in a very clear and concise way. Through Mark's knowledge and experience, I feel very confident that the advice given was right for my needs. I wouldn't hesitate to recommend Mark to my friends.
- Adviser status Silver
- Number of reviews 7
- First year providing advice 2010
- Years of experience 13
- Diploma of Financial Services (Financial Planning)
Rigby & Rigby FinancialComo Corporate Centre, Suite 43, 11 Preston Street
Como, WA 6152
Wealth Today Pty Ltd