Before meeting with Guy Halpin from WealthMarc Advisory Group, I had not put any thought into my long term financial future. He took the time to meet with me after hours and suggested a numbers of ways to consolidate my current financial position while putting in place a plan to ensure my family’s long term financial security was assured. I felt completely at ease discussing my financial position with Guy and I unequivocally trust the advice he provided me with. What impresses me most about Guy and the team from WealthMarc Advisory Group is the service they continue to provide long after my financial plan has been implemented. They keep me up to date on the position of my finances as well as the state of the economy and continually go above and beyond the call of duty.
I have been a client of WealthMarc Advisory Group for over 5 years
Over this period of time the relationship has developed into one of absolute trust and friendship.
The team at WealthMarc are extremely customer focussed. They listen to the wants and needs of their customers and suggest the best options applicable to their circumstances.
As I am now approaching retirement, I am extremely fortunate that I my life savings are being managed by WealthMarc Advisory Group.
I have been so impressed with WealthMarc Advisory Group that a couple of years ago, I recommended their services to my husband and adult children.
It’s so much easier doing business with people you like!
Over this period of time the relationship has developed into one of absolute trust and friendship.
The team at WealthMarc are extremely customer focussed. They listen to the wants and needs of their customers and suggest the best options applicable to their circumstances.
As I am now approaching retirement, I am extremely fortunate that I my life savings are being managed by WealthMarc Advisory Group.
I have been so impressed with WealthMarc Advisory Group that a couple of years ago, I recommended their services to my husband and adult children.
It’s so much easier doing business with people you like!
I would just like to place on record my gratitude to WealthMarc Advisory Group, in particular, Guy Halpin, who helped me and my wife out of a huge financial crisis that we did not know we were really in.
When we outlined our situation to Guy, he put us in touch with the right people to correct my tax situation (no returns for 13 years) and then put us on a secure financial footing including a tax relief situation that enabled me to receive a superannuation pension exempt from tax.
To be honest I still don’t know exactly how it works, but I received a tax credit and am paying less tax and receiving a tax free pension. I am now in a better financial situation than I have ever in.
I would be happy to discuss this with anyone without embarrassment.
When we outlined our situation to Guy, he put us in touch with the right people to correct my tax situation (no returns for 13 years) and then put us on a secure financial footing including a tax relief situation that enabled me to receive a superannuation pension exempt from tax.
To be honest I still don’t know exactly how it works, but I received a tax credit and am paying less tax and receiving a tax free pension. I am now in a better financial situation than I have ever in.
I would be happy to discuss this with anyone without embarrassment.
Guy has always been thoughtful and insightful on financial advice with regard to my needs. I think of Guy as a financial advisor who I can turn to for any number of matters, and has always been helpful with any questions I’ve had. I have and will continue to have absolutely no hesitation in recommending Guy for his financial advice services.
I am continually very impressed with the work of Rick Akdagcik and WealthMarc Advisory Group. Rick comes across as highly professional and outcome focussed. In one particular instance I had an extremely shortly time frame to arrange a refinance on my property. Rick worked tirelessly to ensure what was required was delivered. In my career I have dealt with many professionals. Rick is certainly right up there in terms of reliability and professionalism. I find Rick and the staff at WealthMarc to be a pleasure to deal with. I cannot recommend the firm highly enough.
I have known Rick for several years. Throughout this time Rick and WealthMarc have passed on a tremendous amount of valuable financial knowledge which has helped me make informed and educated financial decisions to optimise my future. Rick continues to go out of his way to help me with my financial needs.
I recommend WealthMarc's and the services they provide to anyone who is looking for a trusted financial planner.
I recommend WealthMarc's and the services they provide to anyone who is looking for a trusted financial planner.
I have appointed WealthMarc as the financial advisor for the group of companies I own. Rick’s foresight into fine tuning my portfolio has made a real difference to where I am today.
He has a sound knowledge of the various products and investments. He is thorough, honest and reliable when attending to client needs. I thoroughly recommend him.
He has a sound knowledge of the various products and investments. He is thorough, honest and reliable when attending to client needs. I thoroughly recommend him.