Wealth Planning - Wealth Journey Sydney

Wealth Planning

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Sydney's Leading Financial Advisors - Wealth Journey Sydney

Sydney’s Leading Financial
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Building a Better Financial Future

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I hired Mark in 2011 to provide me with an advisory platform to leverage my superannuation into a SMSF vehicle. Mark is quite simply one of the best financial planners I have dealt with over many years of my wealth accumulation.

Mark is informed and spirited, he understands and executes on risk profile which is established well in advance of investment. Apart from his superiority from a technical standpoint Mark is someone that you can have a genuine conversation with on all issues. I recommend Mark, I would hire Mark again as he displays all the characteristics of a long term financial services partner. Top qualities: Personable, Expert, High Integrity

Paul James

My husband and I are sticklers for detail so we researched several Financial Planning companies, and met with the best three in person, before we choose Wealth Journey.

Factors in pin pointing Wealth Journey as being our preferred choice were that they are an independent service provider with full flexibility to purchase any product on the market. They were able to document a long term financial strategy for us to suit our personal goals. Their fees were outlined up front, and actually at the lower end when you looked at all the possible ongoing costs (so don't be lured in by free up-front appraisals!). But most importantly our Financial Planner Mark Morcos was one of the most personable and professional planners we met.

Before we started working with Mark we thought we were pretty clued up on financial matters but we are pleased to say that we have learnt a huge amount of invaluable information (which you just can't google!). Plus we have found Mark to have a genuine willingness to help us achieve our goals. He keeps in touch with us each step of the way and in our view provides a high level of ongoing support. We truly feel that we made the right decision to partner with Mark and are excited to finally be heading off on our own wealth journey.

Melanie Hoole

A big thank you for all your hard work over the last 5 years.

I was always very sceptical about introducing and in particular recommending a financial planner to my clients, the risk was obvious. I am glad to say our decision to work together with mutual clients has been a huge success.

Your professional approach and brilliant advice has meant that not only are our clients on the way to fulfilling their financial goals, more importantly they are now in control and confident of their current positions.

Your communication is outstanding and we all certainly appreciate the level of interest you take with every recommendation. I look forward to continuing our professional relationship as you add so much value to my clients and allow them the opportunity to invest outside of our area.

Separately it has also positioned me very well with my clients with great word of mouth marketing through your success. I will certainly be recommending you and your company to anyone looking to improve their financial position.

Nathan Thomas, Property Specialist Griffith Real Estate

I referred Mark to one of my closest friends and his new wife, as they were seeking advice with the impending arrival of their first child. Unbeknown to the both of us, was that his wife had already received another glowing referral from a different source for a certain Mr Mark Morcos.

Mark's ability to offer genuine sound financial advice from a sincere and understanding viewpoint, creates this ripple effect that clearly benefits his existing and prospective new clients.

Scott Conchar

For about 8 years now Mark has successfully guided us with our financial planning and investment decisions, strategically helping us make the most of market conditions during the prosperous times, and minimising our risk during the recent downturn.

His knowledge of the various investment products available has made the decision making process a lot easier than it otherwise would have been, and he is always readily available to answer my numerous questions. I can highly recommend Mark if you are looking to take your financial position to the next level.

Lynda Croker

I had previously been with another financial advisor company for the past 3 years, and have recently come across to Wealth Journey. I have found the transition seamless, and the service from Mark has been great.

The differences I have noticed when comparing to my previous financial planner are; Mark's professionalism, Mark's ability to articulate the strategies and the access Wealth Journey has to other resources. It's these areas that have made my introduction to his business so easy and really put me at ease. I am no expert in this area, so the time Mark has spent taking me through everything has really made me feel comfortable with my future wealth creation strategies. I feel I can call Mark at any time, and Mark takes a personal interest in what I am trying to achieve.

If you are thinking about your future, I can highly recommend talking to Wealth Journey about what they might be able to help you with, it's definitely worth making the time to speak to with them.

Clinton Sutherland

Thanks for the continual investment advice you offer, the fantastic support that you give and been able to contact you at anytime is great too.

Peter & Lorraine Tonomcelli

Mark is a breath of fresh air in the financial planning space. I regularly refer my clients to Mark for independent and sound financial advice. Mark has proven himself to be a reliable and trustworthy adviser in this field and I have no hesitation in recommending his services to individuals as well as other professionals in the finance industry.

Darren Murphy

We have found your services to us as our financial adviser to be of the highest professional level. Your level of integrity and respect towards us as clients is outstanding. This is of great value and therefore we treat your advice accordingly...

Professor Gordon MacAulay, Economics & Agricultural

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