MenuMark Clayton CFP®
About Me
Mark owns and runs his own financial planning boutique. Mark helps his clients articulate 1, 3, 5 and 10 year financial/lifestyle goals and then builds a plan/structure to reach these goals. Mark specialises in particular at managing investments for his clients. Whether it be for excess personal savings, or pre-retirees / retirees wanting to more proactively manage their retirement savings.
Areas of Focus
- Aged care
- Cashflow management
- Debt management
- Estate planning
- Investments
- Life/personal insurances
- Retirement
- Superannuation
- Wealth management
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Years of Experience 10 Years -
Licensed By Personal Financial Services Ltd
