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.

Our holistic approach to financial planning can help you reach your goals.

Personal attention to your finances

As the Principal Financial Planner, Marcus has a holistic approach to financial planning

Marcus Nicholls

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.  

Qualifications

  • 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.
Mel Nicholls Financial Broker

Mel Nicholls

Finance Broker

As a Finance Broker, Mel's passion for helping people shines through in her dedication to assisting you with your financial needs. Mel sees each person she works with as an opportunity to positively impact your life.

Mel finds joy and fulfillment in staying active and pushing her physical limits. Her dedication is evident in her impressive accomplishments, such as completing two Ironman triathlons, climbing Mount Kilimanjaro, and a charity cycle ride from Sydney to Melbourne — a true testament to her strength, endurance, and determination.

Mel loves adventure - she has travelled to over 50 countries and lived in the UK for 2 years, many years ago. Her latest adventure is having her 2 daughters 15 months apart. She often says this is her biggest challenge is being a Mum to 2 toddlers while running a business! 

Mel also thrives on the challenges presented by the diverse nature of financial situations she encounters. While some cases may be straightforward, others require a deeper understanding and nuanced approach.

By securing the best possible deals for you, Mel not only saves you time and money but also empowers you to achieve your financial and lifestyle goals.

Qualifications

  • Cert IV in Finance & Mortgage Broking
  • Diploma in Finance & Mortgage Broking

Working towards reaching your financial goal

Hapi Sebia

Hapi Sebia

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.

Glenn Maher

Glenn Maher

Consultant

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

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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