Clayton Financial Planners
Financial Planning Services
Mark operates a family owned financial planning business that provides tailored, independent and competitively priced financial advice to individuals on managing their personal finances.
Individuals can get advice in one or more areas of their personal finances. Below is a list of the more common areas:
1. Investing personal monies (e.g. building wealth for house deposit);
2. Managing superannuation wealth (which can be the largest asset outside the home);
3. Cash flow advice; and
4. Getting the right personal insurance cover (e.g. income protection insurance).
Mark provides one off advice to check you are on track and/or can partner with you by tailoring a plan and assisting with ongoing advice. Advice fees are very competitive and are tailored to the level of advice needed by the client.
Mark has a strong client base in the LGBTI community and has become a business member of the SGLBA to get more involved and network within the association. He regularly attends Fruits & Suits and the other SGLBA events.
Either reach out to Mark at the SGLBA events or contact him to arrange for a complementary initial meeting to discuss how he can help you with your personal finances.