Mark Foulis Email & Phone Number

As a Financial Adviser, I help you make smart financial decisions, own your finances, and retire when YOU choose to.✔️ Do you feel like you don't have a plan? ✔️ Unsure if you are taking advantage of opportunities and making smart decisions with your money?✔️ Are you thinking of retirement?WHAT I OFFERI work with you to discover what you are doing right with your finances and retirement planning, and what can be improved on. A focus on simple structures, smart financial habits, accountability, and appropriate investment strategies to lay the groundwork for you achieving your long-term goals. WHAT DO YOU NEED HELP WITH? ✔️ Preparing for retirement✔️ Maximizing income in retirement, from superannuation investments and Centrelink✔️ Investing - From simple to direct share investment✔️ Self Managed Super✔️ Understanding aged care, and minimising costsHOW I DO ITWith almost a decade of experience in financial advice and investment management I provide clear recommendations that will impact on your long-term wealth and peace of mind. I work with clients across Australia, working out of Adelaide and regularly visiting most regions of South Australia. I combine an understanding of superannuation, tax, and investment markets with your objectives to build a plan that will achieve your goals. The first step is to review your entire situation, including structures, products, and habits. In my experience most clients have clear opportunities to reduce fees and save tax, gaining an immediate (and ongoing) benefit. This lays the foundation for the creation of a clear plan. This plan lays out how to get you from where you are now, to where you plan to be, with clear actions to get there.HOW TO GET IN TOUCHStart with a 15-minute clarity and let me walk through opportunities you have, and how I can help. Email mark@catapultwealth.com.au or call (08) 8172 9111 to start.