Tim
35-45 years old"Mark has provided excellent advice regarding appropriate insurance levels for our young and growing family, and investment advice for our super. He has also been great at refinancing our loan and always getting us a materially better deal. He advice is always in plain English and helps us understand the impacts of our decisions, risk levels and balancing our family needs. Would recommend to anyone."
Mitchell
Under 35 years old"Mark is very easy to get along with making your decisions easy to make, he doesn't pressure you into anything and understands its your money, highly recommended. "
Ben
35-45 years old"Mark has been professional and diligent in all our workings together. I have found his honest and outcome focused approached to be quite refreshing and would highly recommend his services "
George
35-45 years old"We have been working with Mark for a little while and love giving him a hard time, but he takes it with good grace and has helped us setup our financial structures and forecasted how and where we want to go by when. We are thankful we have him as part of our team. Cheers George Low Cost SEO Sydney "
Dean
46-55 years old"We have been using Marks services for close to 10 years and he is our main go-to person for all our financial and superannuation issues. Ours is a little complex so it is great to have someone that understands our position and also can advise us into the future. Thanks Mark!"
Lorraine
65+ years old"Mark is always willing to explain situations that is at my level . Since joining Mark this year he has guided me throughout the setting up of my portfolio making it easy for me to understand ."
Phil
46-55 years old"Mark has been very helpful in explaining the SMSF process."
Nora
56-65 years old"Mark is accurate in his summation."
Katrina
Under 35 years old"Mark is helping us achieve our goals and plan for our future. By following his advice and making the right decisions for investment we are very positive about our future."
Cheryl
65+ years old"It was a pleasure dealing with Mark. His knowledge is extensive and sound He was and is prompt with his replies and committments to me. Hs friendly nature made it easy to be in his company."
S
Under 35 years old"Has helped greatly with getting our affairs and goals in order with a clear plan on how to achieve them, including flexibility when situations change."
Jason
35-45 years old"Mark's great at explaining things and listening to our needs. He has assisted us in putting together a plan to be able to achieve our defined goals. The only area i found in which there is a need for improvement is being more proactive about jumping onto wealth generating strategies. The issue is I've had to push for things to get moving and have been dissatisfied with the slightly laid back pace."
Charles
56-65 years old"We have only used marks services for 3 months. He is always very professional and accommodate our requests, even if they are not what he recommends."
Adam
35-45 years old"Mark is responsive and down to earth. He manages our needs efficiently with minimum fuss or pressure to to up sell other financial products (unlike bank's insurance pushers). Few minor organizational hiccups along the way but sorted out immediately. So far so good and highly recommended."
Melissa
35-45 years old"Mark has been my financial adviser now for over 7 years and I couldn't recommend him highly enough. Mark has provided me with a highly professional financial advisory service. Mark is personable and very easy to deal with and most importantly I have complete trust in him. I highly recommend partnering with Mark for your financial advice needs."
Judy
65+ years old"Mark is always available when I have any queries and I have every confidence in what he advises me. I have only known Mark for a few months and am looking forwArd to my quarterly review."
Kevin
56-65 years old"Mark has been so good in setting up our super and investment for retirement and putting us on the right direction for the future."
Nick
46-55 years old"Mark is very easy to deal with, listens to your needs / requirements and makes sure you are comfortable with the way forward."
Krish
56-65 years old"Mark is very knowledgeable and we are very happy with his advice in helping us achieve our retirement goals We would be happy to recommend Mark to our family and friends"
Harry
35-45 years old"Mark provides excellent advice and introduces great strategies to building a better Superfund. A great way to improving your retirement strategies."
Rolf
46-55 years old"Marks advice is responsive and well informed. He has helped us reconfigure our mortgage and spending patterns and has put us on to a genuine 'wealth creation' strategy. I would recommend his services to anyone who needs discipline and strategy and currently has none."
Ari and Maggie
35-45 years old"Mark has helped us regain control of our finances and set us on a path to a more structured and secure financial future. After a year with Mark we are more informed, disciplined and relaxed now that we have a workable and promising financial management plan in place."
Steve
35-45 years old"Friendly, knowledgeable and keen to see us succeed"
Amy
Under 35 years old"Excellent wealth management plan that allowed us to see clear progression towards our objectives."
Greg
56-65 years old"I am very happy with Mark Wyld as my adviser as he is very keen to see us increase our wealth for our retirement in the not to distant future. He can explain all the details of the SMSF that we have trouble understanding in a way that we can understand. I always feel I know a bit more about it after seeing Mark. His fees are quite reasonable as well."
Shannon
35-45 years old"Mark has provided a highly professional, wholistic financial advisory service covering risk management, wealth accumulation, budgeting, and finance. He is always available to speak to about our plans and gives us confidence to be active participants in our financial future. I highly recommend partnering with Mark for your financial advice."
Chris Doddrell
46-55 years old"Everything now is achievable, knowing there’s a link between monthly strategies and goals provide a sense of purpose"
KRISH krishnadas
35-45 years old"Before we started we had a degree of uncertainty about what the future entailed, however this financial program has provided us with a roadmap, and more clarity and certainty around our long term goals."
Melissa O’Brien
Under 35 years old"Before I started I was in a mess, no budget, strategies nothing. The income side of things was always strong however this financial management program really allowed me to go from one extreme to the other, with more structure and certainty about the future"
Matt Riddiford
35-45 years old"I thought it would take a hell of a lot longer to save for a house before we got started, it’s amazing once you get a bird’s eye view on how quickly you can achieve your long terms how motivated you are to stick to the short term benchmarks. Seeing our investment portfolio build with intent has been wonderful."
Rhys Comer
65+ years old"Before I started I was educating myself from books such as Rich Dad Poor Dad and the Barefoot investor, which were great however it wasn’t until I tried Wealthy Habits then you understand what’s lacking and what decisions need to be made now to start doing things like investment to move closer to my objectives."
Bronson Interlandi
35-45 years old"For me it was structure and knowledge, to not only apply the required strategies correctly such as investing, but knowledge on when I will achieve important milestones such as buying back the family farm."
Damian Battaglia
65+ years old"I have been strong on the property front however needed strategies and techniques to increase diversification and enhance return. Our investment portfolio is delivering on its objectives and will allow my family to reach it’s goals sooner."
Maggie Xip
35-45 years old"Before this financial program we had a vague idea of what we wanted but just no strategies, techniques or discipline for the peace of mind we were getting the most from ourselves. The sheer comfort that all parts of our plan are optimized around debt, super and investments is valuable."
Ben McDonald
Under 35 years old"The outcome focus is truly refreshing, no BS, simply what is required from me every day to become successful."
