Every successful financial strategy starts with a strong client relationship. Our mission and values mean that we find out what is important to you, your family and lifestyle and create long and short term strategies that will help you realise your dreams.
We would like to make sure we can add value to your situation before we discuss fees.
We are totally satisfied with Marcus's attention & direction as we settle into a comfortable retirement. He is a great financial advisor.
Marcus has been giving me advise in areas such as investment money, superannuation, wills and estates. He always explains things to me clearly and simply. I am confident that with Marcus's advice and help I will be able to put myself in a very good position financially. He is always willing to listen to me, help me, advise me on how I should be moving forward. He wants to take all the stress and anxiety out of having to make some life changing decisions. He's genuine care and support helps me make the correct decisions with my finances and I feel confident that he only has my best interests at heart.
- Adviser status Silver
- Number of reviews 2
- First year providing advice 2004
- Years of experience 19
- Advanced Diploma of Financial Services (Financial Planning)
Windmill Financial PlanningAustralia Square, Level 33, 264 George St
Sydney, NSW 2000
- 8:30am – 5:00pm Tuesday – Friday
- In person
- Video call
Affinia Financial Advisers Ltd