Mark Malone

Mark has been my financial adviser for many years, starting in my per-retirement years and now in my post-retirement years. That I have been able to enjoy the retirement lifestyle I wanted is testament enough to Mark's understanding of my expectations and needs and of his sage and timely advice over all this time.

I have always had confidence in Mark. He has been managing my super/funds for over 8 years and in that time his knowledge and experience has been demonstrated through positive management of my funds as well as being very patient coaching me to increase my knowledge and understanding of my accounts and investments. I always receive Mark's full care and attention when I need it.

Mark has provided incisive device regarding my retirement investments and income streams. He understands my needs and is not frightened to make changes to my investment portfolio to suit my requirements. Mark is very personable and easy to deal with.

We have been with Mark since 2011 and he has always provided excellent advice and help with our portfolio. He always explains everything in detail and is very clear and up front with all that he does, we are very confident in the advice that he provides us and he is always available whenever we require help and assistance with anything.