About Me

Marcus is committed to assisting clients to become financially organized, secure and on track to achieve what’s important to them. Marcus believes in adding value to clients by assisting them in maximizing their current situation, preventing them from making decisions that could hurt them financially and ensuring that they remain on track and focused to achieve their personal and lifestyle objectives. Marcus commenced work in the financial planning industry in 1996. He advises advises small to medium size business owners, professional people and private family groups.