(Farmers) Self Managed Super Fund – Investment Advice: ” We were looking for help with the investments in our Self Managed Super Fund and thankfully we discovered Mark and Morvest FP.  We have found Mark’s advice to be steady and sound. With the result we have trusted him.”

– Marty and Nora Carrigan

(Farmer) Self Managed Super Fund Advice: “I needed advice for our Self Managed Super Fund, particularly the investments and was fortunate to come across Mark at Morvest FP.   I have found his advice to be sound and hassle free.”

– Philip Carrigan

Superannuation Advice: “Superannuation can be very complex and we are very  happy with the advice and service from Morvest FP that helps guide us through the Superannuation minefield.  It’s nice to know we are on track to achieve our retirement goals.”

– Graeme and Pattie Wood

(School Teacher – Retired) Retirement Income Advice: “I’m still in the “I just retired” euphoric stage!  The servo man in Canberra asked me if I had had a busy day and I just said, ‘no’, I’m just driving around the countryside enjoying this lovely day!”  I spent a fun time with my daughter and the grandkids.  Thank you for giving me the confidence to feel that all’s well.”

– Megan Gee

(Business Owners) Superannuation and Insurance Strategies: “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.”

– Peter and Terri McFadyen

(Business Owners) Superannuation & Retirement Advice: “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.”

– Harold and Sylvia Broderick

(Peter Burey – Director) Employer Superannuation Advice: “Morvest FP 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.”

– Kenway and Clark

(Medical Practitioner & Homemaker) Retirement Income Strategies: “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.”

– Dr Bill and Mrs. Kay Hunter

(Retired Farmer) Retirement Planning: “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.”

– Stewart Potter