About Me

Guy Halpin (GDipFinPlanP, BCom Mktg, CFP, JP) has been advising clients for years on the feasible options avaito achieve their goals best goals. All communication is easy to understand so that clients are always in control of their finances and have complete trust in Guy. Guy's specialist investment market knowledge and experience differentiate his service offering. Effective portfolio construction is founded on managing risk/volatility without foregoing growth potential. Other areas Guy helps clients with is, superannuation (including SMSF), wealth protection (personal insurance), mortgages/debt refinancing, estate planning, tax minimisation, budgeting and cash flow management. Plans to achieve clients goals range from scoped advice to comprehensive holistic plans. Guy and the team at WealthMarc Advisory Group have an extensive network of professionals who deliver the same quality of service to clients in accounting, legal, property and general insurance.WealthMarc is dedicated to providing clients with an ongoing service to ensure their financial plan is on track and make any necessary changes due to personal circumstances and government legislation. Contact WealthMarc to receive the first meeting obligation-free and at our expense. We service clients across Sydney and interstate.