Mark Wyld

Mw Wealth Management

Silver
11 Yrs Experience
Melbourne, VIC 3000

Recent reviews

Mw Wealth Management

Level 9, 222 Collins St
Melbourne, VIC 3000

Opening hours

  • 9:00am – 5:00pm Monday – Friday

At a glance

  • Adviser status Silver
  • Rating 4.65
  • Number of reviews 36
  • First year providing advice 2011
  • Years of experience 11
  • Highest qualification
    • Bachelor of Commerce (Finance and Financial Planning)
  • Language spoken
    • English

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135

4.65
36 Reviews
5
4
3
2
1
4.70
Clear communication
4.70
Knowledge & expertise
4.60
Customer care
4.65
Likely to recommend
Showing reviews 1—10 of 36

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4.75

"Mark has given me advice in areas including loan products, self managed super funds, & wealth management. Mark was easily able to explain things to me in a clear way. Through Mark's knowledge and experience, I feel confident that the advice given was right for my needs. I have received Mark's full care and attention when I needed it and have been given excellent advice. I would highly recommend Mark to anyone seeking his services."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark has given me advice in areas including loan products, self managed super funds, wealth management and managing debt. Mark was easily able to explain things to me in a clear way. Through Mark's knowledge and experience, I feel very confident that the advice given was right for my needs. I have received Mark's full care and attention when I needed it and have been given excellent advice. I would highly recommend Mark to anyone seeking his services."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"My husband and I found Mark through a Facebook advertisement. We a had a brief chat with him and felt confident and reassured that he could assist us with retirement planning. Mark then prepared a plan detailing how we could make our very moderate super work for us over the next 10 years until we will retire. Mark has provided some hope and direction as we move forward."

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark has been extremely helpful in the setting up of my financial portfolio. He is incredibly knowledgable and explains everything in detail so I knew exactly what I was signing up for."

  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark has given valuable advice in the areas of investing and financial growth. He has given me the tools to step up my finances in order to achieve my long term goals. Mark is always happy to answer my silly questions and explains everything in a way I can understand."

  • Cashflow & Income
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark was great. He was able to set up an investment plan that matched our aspirations and introduced us to a new approach to wealth building."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Our experience with Mark has been fantastic. He is very professional, honest and broke everything down in finer detail for us to understand the big picture. I have personally past his contact details onto friends, family and my defence force colleagues. Being a defence force member it can be hard to trust people outside of the defence bubble (especially with financial decisions) but Mark was excellent in understanding and communicating everything clearly for myself and my partner. I have full faith and confidence that our financial and life goals for our future can be achieved with the help of Marks advice."

  • Retirement & Pension
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"'Mark has given me advice in areas including loan products, self managed super funds and managing debt. Mark was usually able to explain things to me in a clear way. Through Mark's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Mark's full care and attention when I needed it.'"

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark has given my husband and I some really clear advice on how to manage our investments at such an early time in our life, to give us a clear trajectory to early retirement. Its exciting to know that we have help in this area, where we would've been completely in the dark without it."

  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark has provided excellent advice and assistance to me; I was referred to him from my best friends and it is clear why that referral was recommended. Mark is patient with me as my knowledge is limited and I would recommend him again and again. He’s helped to provide me with financial security and that is key."

  • Superannuation
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 36

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Commerce (Finance and Financial Planning)

Level
7 - Bachelor Degree
Institution
Deakin University
Completed
2009

Self Managed Superannuation Fund

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2012
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