Testimonials
Our client base has been developed from the ground up through satisfied clients and their advisors, accountants and solicitors, referring clients to our practice through word of mouth. By providing trusted wealth management, we build relationships with you, your family and your business that will last a lifetime.
Stewart Potter Retired Grazier
"When I retired and moved to town, I looked around for someone to organise my retirement planning, and after comparing a number of businesses I selected Morvest. If ever I have made a correct decision, this was it, and to be able to support a local business made it just so much better."
Tim & Megan Beattie Police Inspector & School Teacher
"We are very happy with Mark's advice, he looked at the whole picture and is someone we have trust in. We needed to balance our family and lifestyle needs now as well as our financial future. Mark helped us develop a plan that looked at all of this and helps us keep everything on track."
Dr Bill & Kay Hunter Medical Practitioner & Homemaker
"We want to spend our retirement enjoying life and each other, not worrying about our investments and the paperwork. Mark helped us to set up a tax effective retirement income stream with easy management and regular reporting."
Kenway & Clark Ltd Les Johnson, Peter Burey and Tony Woodham – Director
"Morvest monitor and provide advice, to us as employers and our employees, on our Workplace Business Superannuation Plan. They keep our business informed and enabled us to get a great deal for our employees, whilst relieving us of all superannuation concerns."
Harold & Sylvia Broderick Business Owners
"Investing for a comfortable retirement was important to us. Having the right superannuation and investment strategy means that our investments are tax effective and secure. The only thing we would have done differently would be get advice from Mark much earlier."
Stephen & Ann-Maree Newbery Agronomist & Town Planner
"We both lead a busy lifestyle and we want our money to work hard too. We went to Morvest because we wanted to make sure that we were investing effectively. Mark helped us to develop a financial plan that builds wealth for the future and provides the insurance protection we need to safeguard our young family."
Peter & Terri McFadyen Business Owners
"Mark has helped to take the stress out of our finances with strategies to restructure our investment loans, manage our super and obtain the level of personal insurance protection that we need. We now know where to turn for our financial advice."
Frank Moore Retired Grazier
"The team at Morvest Financial Planning helped me set up my retirement income. I've got a secure, tax effective retirement income stream and they give me quality advice on my direct share portfolio too. Its great that I can call into Mark's office and catch up on what is going on."
