Mark Pearson

Innovative Wealth Solutions

Bronze
10 Yrs Experience
Camberwell, VIC 3124
Hi! 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.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Property Investment
  • Cashflow & Income
  • Socially Responsible
  • Growing Assets
  • Wills & Estates
  • Budgeting

Recent reviews

At a glance

  • Adviser status Bronze
  • Rating 4.95
  • Number of reviews 16
  • First year providing advice 2012
  • Years of experience 10
  • Highest qualification
    • Diploma of Financial Planning (1-8)
  • Language spoken
    • English

Innovative Wealth Solutions

Suite 6, 681 Burke Road
Camberwell, VIC 3124

Opening hours

  • 9:00am – 6:00pm Monday – Friday

Licensed by

First Mutual Australia Pty Ltd

AFSL 423710

4.95
16 Reviews
5
4
3
2
1
5.00
Clear communication
4.85
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—10 of 16

Sort by

5.00

"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."

  • Insurance Protection
  • Cashflow & Income
  • Socially Responsible
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Tax Strategies
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"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.""

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Mark has given me a range of advice from insurance to helping me set up my self managed super fund. He has always been attentive and has given me excellent advice. Mark has been a great sounding board for me to make sure I'm on the right track to achieve my targets. I always look forward to our reviews. I can highly recommend Mark to anyone looking for financial advice."

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

"Mark was referred to us as we began to think about and need assistance with a personal protection portfolio and superannuation advice for retirement planning. He has been a guide that’s provided sound council. He is respectful and at no time have we felt compelled to do anything that was outside our comfort zone. Mark has always been available anytime we’ve called. He comes highly recommended."

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

"From our very first consultation, Mark was extremely helpful and was able to confidently and professionally point us in the right direction with advice whilst also being able to very clearly explain each of his advised options. Mark's clients will have received great advice and guidance when required. Mark has also demonstrated a continued and sound understanding of our situation and financial goals."

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

"Mark has given our family advice in areas including self managed super funds and managing debt and general wealth planning as well as superannuation and insurance. 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. I found Mark to be very professional and easy to talk to and the advise provided by Mark is able to give us the confident to make a life changing decision for our financial well being."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Complex Investments
  • Expat Finance
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Mark has given us advice in areas including insurances, self managed super funds and managing debt. Mark is always able to explain things to us in a clear way. Through Mark's knowledge and experience, I feel very confident that the advice given was right for our needs. We always received Mark's full care and attention when we needed it. Mark is highly recommend, he is very genuine, relatable, passionate and caring."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 16

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

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

Qualifications & Training

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Mentor Education
Completed
2015

Self Managed Superannuation Fund (SMSF) Adviser Accreditation

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2015
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