Prior to having a consultation with Guy Halpin from WealthMarc Advisory Group, I had not thought about my long term financial arrangements. The first indication that WealthMarc is a client-focused business is when Guy took the time to meet with me outside of business hours. He enlightened me on a number of ways to enhance my current financial position while putting in place a sound plan to ensure my family's long term financial security and wellbeing is assured. I felt completely comfortable discussing my financial position with Guy and I have unequivocal trust and confidence the advice provided has added great value to my financial portfolio.

What really impresses me about Guy and the team from WealthMarc is the ongoing service they continue to deliver long after my financial plan was first implemented. I am kept up to date on the position of my finances as well as developments in the global economy. They continue to provide an excellent service.

Rob D – Sydney

I have been a client of WealthMarc Advisory Group for many years. Over this time the relationship has developed into one of absolute trust and friendship.

The team at WealthMarc are extremely customer focussed. They listen to my husband's and my needs and wants and clearly explain the options available with likely outcomes of each path and further to this provides guidance on what is the best course of action to achieve our goals.

With retirement not too many years away, I am extremely grateful that our life savings are being managed by WealthMarc Advisory Group.

I have been so impressed with WealthMarc Advisory Group that my two children and their families also use their services to ensure their financial arrangements are optimised and on track to achieve their goals.

WealthMarc makes the management of my finances so easy. Thank you!

Deborah C

I would like to place on record my gratitude to WealthMarc Advisory Group, in particular, Guy Halpin, who helped my wife and me out of a massive financial crisis which we had gotten ourselves in and were not aware of the severity of the path we were heading down.

After discussing our situation with Guy, he put us in touch with the right people to correct our tax situation (no returns for 13 years), refinanced and consolidated our debt and then put us on a secure financial footing including a tax relief situation that enabled me to redirect some of the tax I was paying to the ATO into my superannuation.

I know have a clear plan to remove all my debt by retirement, my super is much more appropriately invested to achieve my desired lifestyle in retirement and I receive a substantial amount of money back when I do my tax return. My wife and I are now in the best financial position we have ever been in.

I am more than happy to discuss further what WealthMarc has done for us anyone without hesitation.

Kind regards

Tony A

I first spoke with Guy regarding my finances in 2009. From day one WealthMarc has been very informative and helpful with their financial advice on my needs. Guy is a financial advisor who I can contact in regards to a number of matters and has always been very timely and helpful in answering my questions. I continue to have no hesitation in recommending Guy for his financial advisory services to anyone ready to start making their money work for them.

Kenji S – Sydney

Contact WealthMarc today to take the first step in taking control of your super and forming a long-term relationship with investment professionals.