13 Reviews

Mark Wenzel

The Hopkins Group

Gold

23 Yrs Experience

Melbourne, VIC 3000

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Mark Wenzel is a Senior Financial Planner at The Hopkins Group.

Mark has worked as a financial adviser for over 20 years and started with the business back in May 2019.

He once founded and managed his own financial advisory business formally the EON Financial Group, a premium provider of financial and retirement advice, strategy and education.

Today he strives to help all his clients achieve their financial aspirations by implementing financial and investment strategies to breakdown long term goals into annual targets.

His key services include Financial Planning, Personal Insurance, Mortgage Broking, Investment Advice, Retirement Income Management and Self Managed Superannuation Fund (SMSF) establishment and transfers.

Until very recently Mark produced a monthly podcast for SMSF trustees featuring industry specialists and insider information including SMSF financing, Australian and international investment markets, installment warrants, property investment and more. You can listen to some of his latest episodes here.

Previous guests include mining industry veteran Ken Roche, Platinum Asset Managements Douglas Isles and ASX Head of Listed Investments Ian Irvine.

Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Shares & Investments
Aged Care
Cashflow & Income
Complex Investments
Expat Finance
Socially Responsible
Small Business Advice
Borrowing
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

5.00 July 2023

Excellent, patient, kind so knowledgeable and takes time to explain. Very good in communication, great information and suggestions that works good for us.

5.00 May 2023

Mark is always prompt and extremely knowledgeable with financial advice.

Mark goes over and above with his assistance and is highly recommended.

5.00 June 2021

Mark is extremely professional within all facets of budgeting and making your money work for you. Thanks Mark.

4.75 October 2020

Mark provides us with on going advice relating to our SMSF in its pension mode, selecting and up dating our portfolio investments to suit and maximise returns in changing market conditions. We feel very comfortable with Mark's advice and receive his prompt attention as and when we require it.

3.75 October 2020

Relatively recent relationship with Mark. Two years max. He is knowledgeable and listens to my needs and responds to those needs. I have relied on the Hopkins group and trust the advice they give, and chosen safety over aggressive share exposure. To this end Mark has assisted me with his much deeper understanding of the markets. Very content with the discussions that we have had and I am comfortable talking to Mark. Mark explains the choices he makes regarding my investments and why they suit my risk adversity. Very happy to continue this relationship. I find it uncomfortable whenever I am given a different advisor as it takes time to establish a new relationship and the trust attached. As well as my relationship with Mark I also value highly the assistance from Michael and Vedant. It is my intention to continue to be a Hopkins client for a very long time. Appreciated Gordon and Lynne REID

Adviser status Gold
Rating 4.79
Number of reviews 13
First year providing advice 2000
Years of experience 23
Highest qualifications
- Graduate Diploma of Financial Planning
- Graduate Diploma of Applied Finance and Investment
Language spoken
- English

The Hopkins Group

Level 23, 500 Collins St
Melbourne, VIC 3000

10:00am – 4:00pm Saturday
8:00am – 5:00pm Friday
8:00am – 8:00pm Monday – Thursday

Sentry Advice Pty Ltd

AFSL 227748

Mark Wenzel

The Hopkins Group

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