Live Financial Planning - Mornington (VIC)

5 /5 Matthew Slade: I cannot speak highly enough of Live Financial Planning. My wife and I booked a Clarity Call Appointment with Marcus after seeing his advertisements locally. We were a little cautious, as in our experience with financial planners, they have been a typical salesman, trying to mould their product to client’s situations just to make a sale. This wasn’t the case at all. Marcus was incredibly patient, engaged and listened to us both and talked through our financial situation in depth and with great knowledge. At the end of the Appointment, he determined that we were doing most things right, provided a few things to consider and that his services wouldn’t provide a huge benefit, so they wouldn’t be required in our situation. We were shocked with his honesty and transparency, but we are so thankful we had our appointment with him, providing peace of mind to us both. We cannot recommend highly enough!

5 /5 Marc Hastie: We had a clarity call with Marcus from Live Financial Planning. He was superb to deal with, very knowledgeable, quick to grasp our circumstances, offered expert and in depth advice, specific to our circumstances, in simple and understandable terms. I would highly recommend Marcus, especially to any Defence Force veterans, his lived experience matched with his financial acumen enables him to provide excellent advice.

5 /5 Deidre Lang: Marcus has given me confidence in planning for my retirement. He is a great communicator and readily available. Marcus also assisted with the current sale and purchase of my homes. I will continue to work with Marcus into the future.

5 /5 Emma M: After talking with Marcus about what our financial future looks like, we feel a lot more at ease heading towards our retirement goals. We highly recommend speaking to Marcus for any financial planning as he is very professional and knowledgeable. We look forward to future interactions, as we plan for the years to come.