Mark Godfrey profile photo

Mark Godfrey

Next Level Financial Services

Gold
14 Yrs Experience
Balwyn, VIC 3103

Next Level Financial Services is a full service financial planning and advisory practice. Our office is in Mount Eliza in Victoria but our full digital offering enables us to provide services to clients across Australia and internationally.  Initial consultations are free of charge to enable us to identify your needs and how we can be of value to you.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

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

At a glance

  • Adviser status Gold
  • First year providing advice 2010
  • Years of experience 14
  • Highest qualification
    • Master of Business Administration
  • Language spoken
    • English

Next Level Financial Services

Suite 4, 333 Whitehorse Rd
Balwyn, VIC 3103
Ranelagh Arcade, Suite 10, Level 1, 20 Ranelagh Dr
Mount Eliza, VIC 3930

Opening hours

  • 8:30am – 5:00pm Monday – Friday

Licensed by

Integrity Financial Planners Pty. Ltd.

AFSL 225051