Mitchell Mackenzie

Aspire2 Wealth Advisers

Silver

6 Yrs Experience

West Perth, WA 6005

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Having long held an interest in financial planning, Mitchell joined Aspire2 Wealth Advisers in 2016 following the completion of a Bachelor of Commerce majoring in Economics and Finance at the University of Western Australia.

Originally a Financial Planning Assistant, Mitchell has worked diligently to hone his knowledge and skills in a variety of roles within the firm.

Mitchell enjoys applying logic and creativity to his clients’ unique personal situations and financial positions and challenging the status quo to help them find better ways to achieve their goals. Mitchell’s expertise in financial modelling, retirement planning, superannuation and investments is highly regarded by his colleagues and clients alike.

Mitchell obtained his Diploma of Financial Planning in 2017 and continues to broaden his knowledge through further studies. Mitchell passed his FASEA exam in September 2020.

Outside of work, Mitchell enjoys quality time with his Fiancée, is a self confessed craft beer snob and makes the most of the outdoor lifestyle that Perth affords.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Shares & Investments
Redundancy
Cashflow & Income
Tax Strategies
Growing Assets

5.00 September 2024

I was a long time customer of Alan Thomas prior to his move to semi-retirement. Alan handed me over to Mitch well ahead of stepping back from his advisory role and always kept an eye over my portfolio and any questions that I raised with Mitch, during the transition period. That made the changeover to Mitch really effective. Mitch has stepped up to the plate and despite his youthful look, is extremely knowledgeable about most matters. He is also happy to admit when he doesn't know something and will check with colleagues and do his research. His annual reviews are relaxed and work really well. Mitch addresses any concerns and always keeps the end game in sight. In between reviews Mitch always responds to any questions in a timely and professional matter and always goes out of his way to assist. I have already recommended Mitch to a few contacts who were seeking a new financial adviser.

4.75 August 2024

Having started using Aspire with Alan Thomas I found there was mutual trust between us. When Mitchell took over from Alan I found the trust continued. I find Mitchell easy to talk to about my situation and believe his experience will broaden over time.

5.00 June 2024

I was a long time client with Alan Thomas but I am now very impressed the way Mitchell handles and explains the rather complex situation with self funded pensioners. I am very happy for him to continue to advise me on my continuing investment plans to sustain my pension stream.

5.00 May 2024

I have been a client with Alan Thomas since 2000. With a Credit Union. Alan became a partner with Aspire 2 and we had a professional and friendly relation. 7 years ago I retired and I met Mitchell MacKenzie. I was very impressed by his work ethics, attitude, friendship and knowledge. The last 2 years he has been involved with assisting my needs. I have always felt my super is in the best company and I feel comfortable with how my super is progressing. My contact is 3 hours from Perth, so communication is via phone calls. Finally, I have no hesitations in recommending Mitchell. Also the whole team at Aspire 2 is a very professional Company.

5.00 May 2024

Having previously been a long-term client of Alan Thomas, an exceptional Financial Adviser. I was extremely impressed to then have Mitchell MacKenzie take over from Alan. Mitchell's care and attention to me for the past few years, has been exceptional. He is also a terrific person, a good communicator, plus a wonderful, professional guy at Aspire2. I was very happy, back on Thursday 02 May, 2024, to once again, have him professionally, look after me then, too!!!