Positive
Reviews above 3.0 stars
Negative
Reviews below 3.0 stars
Average
Average of all reviews
Reviews
Total number of reviews
Reviewer opinions
Reviews
4.7
out of 5 starsTerri
56-65 years old"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. "
08 Nov 2021Nicholas
Under 35 years old"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. "
08 Nov 2021Mardi
Under 35 years old"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."
08 Nov 2021Mark
46-55 years old"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. "
01 Nov 2021Jesse
Under 35 years old"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. "
08 Jun 2021Adam
35-45 years old""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.""
04 Jun 2021Key information
- Adviser rating
- Gold
- Years Experience
- 10 Years
- Highest qualification
-
Bachelor of Commerce (Finance and Financial Planning)
- Industry Memberships
-
0 total
- Address
- Level 9 222 Collins St
Melbourne, VIC, 3000 - Location
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I'm committed to providing quality service and meeting your needs.
Ownership Structure
-
Company
Mw Wealth Management
-
Licensee Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your adviser requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee
Capstone Financial Planning Pty Ltd
-
Licensee owned by
CAPSTONE FINANCIAL PLANNING PTY LTD
My Qualifications
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Self Managed Superannuation Funds (2012)
Level of Qualification: Training / Exam / Other
Institution: Kaplan Professional
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Bachelor of Commerce (Finance and Financial Planning) (2009)
Level of Qualification: Level 7 - Bachelor Degree
Institution: Deakin University (prev Korum)
My Memberships
My Fees
- Personal Advice
- N/A
- Ongoing Advice
- N/A
- Details
-
N/A
Like to know more?
I'm committed to providing quality service and meeting your needs.
Top skills rated by customers
Terri
56-65 years old"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. "
08 Nov 2021Customer opinions
Nicholas
Under 35 years old"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. "
08 Nov 2021Customer opinions
Mardi
Under 35 years old"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."
08 Nov 2021Customer opinions
Mark
46-55 years old"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. "
01 Nov 2021Customer opinions
Jesse
Under 35 years old"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. "
08 Jun 2021Customer opinions
Adam
35-45 years old""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.""
04 Jun 2021Customer opinions
Michelle
35-45 years old"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. "
01 Feb 2021Customer opinions
Kim
35-45 years old"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. "
24 Jan 2021Customer opinions
Tim
35-45 years old"Mark has provided excellent advice regarding appropriate insurance levels for our young and growing family, and investment advice for our super. He has also been great at refinancing our loan and always getting us a materially better deal. He advice is always in plain English and helps us understand the impacts of our decisions, risk levels and balancing our family needs. Would recommend to anyone."
13 Feb 2020Customer opinions
Mitchell
Under 35 years old"Mark is very easy to get along with making your decisions easy to make, he doesn't pressure you into anything and understands its your money, highly recommended. "
07 Feb 2020Customer opinions
Ben
35-45 years old"Mark has been professional and diligent in all our workings together. I have found his honest and outcome focused approached to be quite refreshing and would highly recommend his services "
07 Feb 2020Customer opinions
George
35-45 years old"We have been working with Mark for a little while and love giving him a hard time, but he takes it with good grace and has helped us setup our financial structures and forecasted how and where we want to go by when. We are thankful we have him as part of our team. Cheers George Low Cost SEO Sydney "
30 Nov 2018Customer opinions
Dean
46-55 years old"We have been using Marks services for close to 10 years and he is our main go-to person for all our financial and superannuation issues. Ours is a little complex so it is great to have someone that understands our position and also can advise us into the future. Thanks Mark!"
25 Oct 2018Customer opinions
Lorraine
65+ years old"Mark is always willing to explain situations that is at my level . Since joining Mark this year he has guided me throughout the setting up of my portfolio making it easy for me to understand ."
28 Aug 2018Customer opinions
Phil
46-55 years old"Mark has been very helpful in explaining the SMSF process."
06 Jun 2018Customer opinions
Nora
56-65 years old"Mark is accurate in his summation"
23 Mar 2018Customer opinions
Katrina
Under 35 years old"Mark is helping us achieve our goals and plan for our future. By following his advice and making the right decisions for investment we are very positive about our future."
19 Mar 2018Customer opinions
Cheryl
65+ years old"It was a pleasure dealing with Mark. His knowledge is extensive and sound He was and is prompt with his replies and committments to me. Hs friendly nature made it easy to be in his company."
06 Mar 2018Customer opinions
S
Under 35 years old"Has helped greatly with getting our affairs and goals in order with a clear plan on how to achieve them, including flexibility when situations change."
20 Feb 2018Customer opinions
Jason
35-45 years old"Mark's great at explaining things and listening to our needs. He has assisted us in putting together a plan to be able to achieve our defined goals. The only area i found in which there is a need for improvement is being more proactive about jumping onto wealth generating strategies. The issue is I've had to push for things to get moving and have been dissatisfied with the slightly laid back pace. "
15 Feb 2018Customer opinions
Adam
35-45 years old"Mark is responsive and down to earth. He manages our needs efficiently with minimum fuss or pressure to to up sell other financial products (unlike bank's insurance pushers). Few minor organizational hiccups along the way but sorted out immediately. So far so good and highly recommended."
15 Jan 2018Customer opinions
Charles
56-65 years old"We have only used marks services for 3 months. He is always very professional and accommodate our requests, even if they are not what he recommends. "
06 Jan 2018Customer opinions
Melissa
35-45 years old"Mark has been my financial adviser now for over 7 years and I couldn't recommend him highly enough. Mark has provided me with a highly professional financial advisory service. Mark is personable and very easy to deal with and most importantly I have complete trust in him. I highly recommend partnering with Mark for your financial advice needs."
18 Dec 2017Customer opinions
Judy
65+ years old"Mark is always available when I have any queries and I have every confidence in what he advises me. I have only known Mark for a few months and am looking forwArd to my quarterly review. "
06 Dec 2017Customer opinions
Kevin
56-65 years old"Mark has been so good in setting up our super and investment for retirement and putting us on the right direction for the future."
24 Nov 2017Customer opinions
Krish
56-65 years old"Mark is very knowledgeable and we are very happy with his advice in helping us achieve our retirement goals We would be happy to recommend Mark to our family and friends "
23 Nov 2017Customer opinions
Harry
35-45 years old"Mark provides excellent advice and introduces great strategies to building a better Superfund. A great way to improving your retirement strategies. "
19 Nov 2017Customer opinions
Nick
46-55 years old"Mark is very easy to deal with, listens to your needs / requirements and makes sure you are comfortable with the way forward. "
13 Nov 2017Customer opinions
Ari and Maggie
35-45 years old"Mark has helped us regain control of our finances and set us on a path to a more structured and secure financial future. After a year with Mark we are more informed, disciplined and relaxed now that we have a workable and promising financial management plan in place."
10 Nov 2017Customer opinions
Steve
35-45 years old"Friendly, knowledgeable and keen to see us succeed"
09 Nov 2017Customer opinions
Rolf
46-55 years old"Marks advice is responsive and well informed. He has helped us reconfigure our mortgage and spending patterns and has put us on to a genuine 'wealth creation' strategy. I would recommend his services to anyone who needs discipline and strategy and currently has none. "
07 Nov 2017Customer opinions
Shannon
35-45 years old"Mark has provided a highly professional, wholistic financial advisory service covering risk management, wealth accumulation, budgeting, and finance. He is always available to speak to about our plans and gives us confidence to be active participants in our financial future. I highly recommend partnering with Mark for your financial advice."
06 Nov 2017Customer opinions
Greg
56-65 years old"I am very happy with Mark Wyld as my adviser as he is very keen to see us increase our wealth for our retirement in the not to distant future. He can explain all the details of the SMSF that we have trouble understanding in a way that we can understand. I always feel I know a bit more about it after seeing Mark. His fees are quite reasonable as well. "
03 Nov 2017Customer opinions
Amy
Under 35 years old"Excellent wealth management plan that allowed us to see clear progression towards our objectives."
02 Nov 2017Customer opinions
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