My Name is Mark Pearson, and I am a financial adviser. My goal in life is to help my clients live happy, fulfilled and connected lives. I help people determine how they want to live their life, irrespective of money, and then design the financial plan to get them there. Money is a game we must play, but I design plans based living a life worth living, not just about asset accumulation.
Time is the only real finite resource we have, and I want clients to spend it wisely. There is always a sacrifice involved in getting what you want in life, and you have to plan your finances properly to get it. I just want to make sure that the time spent is worth it.
Planning your finances is extremely important to long term security, you just have to have a really good look at what is important to you, what you want your life to be in the long term, and the life you want to live between point A and point B.
I am building a community of like-minded people that are driving towards building financial security in a way ensures you are choosing the commitments that you make.
I was recommended to seek advice from Mark, and I can wholly understand why I was confidently referred to him. Mark is great at regular check-ups and reminders for people like myself who need it. Over and above his sound financial advice, Mark is a genuinely lovely person with a friendly nature who is flexible with his time and available for questions and concerns. With time taken to understand and clarify my goals, and my position on ethical investment, Mark provided a wealth creation and investment path to achieve these. As someone with an average financial brain, Mark has been able to explain and reassure me of all and any aspects of investing, and has made the whole journey enjoyable.
Mark is great, really takes time to understand his client's goals and objectives and then helps to plan a strategy to get there. I definitely trust Mark and feel that he is not trying to just sell an investment product but is really creating a plan to match my lifestyle and overall investment goals. Mark is also quite flexible and always available if I have a question or want to talk through an issue. Great service and highly recommended.
I am hopeless with numbers, but Mark made it really easy for me to understand how I could grow my asset to achieve the life goals me and my partner want. He's empathetic, so he understands our aspirations on a deeper level. He has suggested investments that have helped us so far to achieve exactly what we wanted. His friendly and positive attitude make working with him a real pleasure.
Ask yourself this, do you fail to plan or plan to fail? If that voice in your head is telling you it's time to plan, based on my experience Mark can offer the framework and details to help you start, and also stay the course. Mark makes it clear based on your assessed profile, the options that suit best and implications of each. Even in these crazy COVID-19 times, Mark's advice has helped keep things in perspective. I was most impressed when I phoned that his response was "you should be calling me, it's my job to help."
I met Mark two years ago when I was looking for help to plan a path to a new career and to consolidate my untidy finances. I had come to realise that the pressures of a high powered role were not sustainable and neither was the financial cost. Mark helped me to prioritise what was important to me, in my case, financial security and to craft my financial planning around that. I now feel in control and able to make decisions.
- Adviser status Bronze
- Number of reviews 16
- First year providing advice 2012
- Years of experience 11
- Diploma of Financial Planning (1-8)
Innovative Wealth SolutionsSuite 6, 681 Burke Road
Camberwell, VIC 3124
- 9:00am – 6:00pm Monday – Friday
- In person
- Video call
First Mutual Australia Pty Ltd