“Our goal is to grow, but not lose our personal touch with clients. To me, that means listening, being available at all times and going that extra mile.”
Marcus’ role as a senior advisor is to help manage risk with bespoke solutions to match each client’s needs. He has spent 6 years in the financial services industry and has been a top-performer every year.
Marcus is a Financial Adviser and holds a Bachelor of Commerce (Horticulture) from Lincoln University.
A real people’s person, Marcus enjoys the opportunity to meet his clients and understand the need to protecting their financial goals.