“On retirement, decisions regarding investment of superannuation funds were among the most difficult my wife and I have ever needed to make. After a few months of evaluating options among financial advisers, then interviewing those on my short list, we invited Mark Mitton to become my adviser. It was Mark and not the firm he represented that influenced my decision although the fact that he was supported by the resources of a national organisation was certainly a major factor.
That was 16 years ago and never have we had cause to regret or even question my choice of Mark despite the very high service standards I expect.
Over that time we have developed and maintained a strong relationship built on mutual trust. Mark is always available to take my phone call or to meet with me, and the advice he provides is always considered and helpful. That it is always concise and complete, and offered in a friendly yet professional manner serves to reinforce the confidence we have in him.
It is very important to us to achieve my financial goals. At the same time we want to enjoy our retirement years with family and friends, and in community service without the need to spend time each day monitoring our portfolio. Mark and his team have enabled us to achieve both goals by taking so much of the financial burden from us.
I highly recommend Mark and his team to any prospective retiree seeking reassurance that his or her superannuation cheque is wisely managed to meet their financial goals.”