"My wife, Elaine and I moved to the district some 7 years ago from Bendigo. We needed to find a new financial advisor and Mark was recommended to us by one of his clients. He has arranged the selling of shares, and has reorganised and maintained our superannuation to meet our future needs in a most friendly and professional manner. We strongly recommend his services to current and future clients."
Bob & Elaine 62 |
"On moving permanently two years ago to Queensland, we were surprised and pleased that the service provided by SCC by telephone and mail was very good and the distance made no difference to the management of our financial affairs."
David & Margaret 70's |
"Mark has been my financial advisor over a number of years and helped me to make the transition from working to retirement successful and stress free. Thank you Mark."
Reg 70 |
| "Risky business - that's what I thought when my husband took me to meet Mark - The share market 'WHOA' - However decided to agree to a 'non agressive' situation, and now some six years of Mark's professional advice and sure the 'market' does get a bit 'wobbly' at times, I'm happy to say I am a very satisfied client of Mark's and appreciate and indeed value his assistance in my interests and wellbeing."
Camille 63 |
| "Mark at SCC, has managed our superannuation for many years and since the death of my husband, he has been of invaluable assistance in keeping me financially secure, with his advice."
Shirley 72 |
"Mark has been consistent in guiding us financially over the past 9 years, with the same dedication and integrity, since our first ever meeting."
Noel & Janet 30's |
"Mark has always had the time to keep us informed and up to date with any changes. Mark also takes an interest in our children and grandchildren. He is almost like family."
Daryl & Betty 60's |
"I was widowed 18 years ago, and had little or no knowledge of investing. Money invested reduced rather sharply due to entering and exiting funds - the fees were, I remember, 4% - and benefited "trailing fee" advisors. So many I lost count!! My brother introduced me to Mark Palmer, and he explained very clearly what action we should take. I was made aware of what was going on at all times - something that had never occurred in the past! Mark Palmer is honest, trustworthy & for me conservative."
Coral 72 |
"Ten years ago I was looking for someone to help me with my financial matters. After appointments with several firms I had no hesitation in choosing Mark Palmer. I had very little experience with investments, shares etc. Mark was able to explain money matters clearly at my level. Likewise if I didn't understand fully, I felt quite comfortable asking him to explain again. I am very grateful to Mark for his sound advice - he has helped me to invest wisely. I recently moved to Melbourne but never considered moving financial adviser. Mark is always available by phone and I highly recommend him."
Angie 61 |
" Geelong has a strong history of people being taken advantage of financially. With the experience and integrity of Mark Palmer and the wonderful crew at SCC such a thing would never happen. I would recommend the services of SCC Financial Planning to anyone wanting sound advice and direction in their investments."
Paula 41 |
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