Our holistic approach to Financial Planning
We are passionate about helping you achieve your financial, and ultimately your lifestyle goals. Our holistic approach to Financial Planning means that we consider all aspects of your financial universe, so that you have confidence that all bases are covered, and any ‘What Ifs’ are considered and accounted for.
We know that your finances are connected so closely to your lifestyle, so we work to understand what is really important to you. By building a long-term relationship with you, we work to build, protect, and manage your wealth and lifestyle for you and your family.
Education is key in our comprehensive strategy to Financial Planning, which means we always ensure you are across the plans we set in place, and are comfortable with everything we lay out.
We work with you so that you are confident that your plans are on track to help you achieve your goals.
Personal attention to your finances
Director and Principal Financial Planner
Marcus found his passion as a Financial Planner in 2004, after starting out in Accounting. Having started his career with AMP & ANZ, he decided to branch out on his own and has never looked back.
Being an early bird, Marcus loves taking his dog Storm and daughters Winnie & Wylie to watch the sunrise over the ocean. He loves keeping fit and active in the gym, riding his bike, or playing golf when he finds time.
Marcus is a people person, and loves the aspect of his job that allows him to interact with people on a truly personal level, getting to know them, their families, and put them in the best possible position financially.
- Marcus has an Advanced Diploma in Financial Services (Financial Planning).
- Marcus is a Member of the Financial Planning Association (FPA) and Association of Financial Advisers (AFA).
- Marcus is Accredited in Adviser Facilitated Estate Planning.
Working towards reaching your financial goal
Mel is an accredited Finance Broker with a passion for helping people.
Her other passion is keeping fit – Mel has finished 2 Ironman triathlons, once cycled from Sydney to Melbourne for charity, and loves anything outdoors.
Client Services Manager
Hapi (pronounced ‘Happy’) has a Degree in Management Accounting and 4 years’ experience working in the Financial Planning industry.
Hapi has an almost 3 year old daughter, Celestine, who we love to include on our Zoom calls.
Hapi has been a very valuable addition to the WFP Family, and has jumped straight in and sunk her teeth into everything we are working on.
With over 35 years’ experience as Financial Planner specialisng in Insurance, Glenn works closely with Marcus on all areas of risk and insurance.
Winnie & Wylie Nicholls
Our Little Assistants
Winnie & Wylie, AKA ‘The Windmills’ as we call them, are the inspiration behind the name of the business, because they move their arms like a windmill.
They also like to be heard – you may hear them when we are on the phone. If we are working from our home office, you almost certainly will…
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