Sydney’s leading Financial Planners & Advisers – understanding what is important to you

Mike Morcos and the team at Wealth Journey® have provided my family and I with superb service covering all of our aspects of Financial Planning.

Their industry knowledge, proactive risk management and engaging communication ensures that we think of Wealth Journey® as a strategic financial partner whereby we actively maintain our short, medium and longer term financial planning goals.
- Dave Goodwin

I can’t believe I have worked directly with Mark for more than 10 years. Most recently the team at Wealth Journey® have been incredibly valuable in guiding us through a plan to achieve our financial goals. Mark, Rahul and their industry Associates have all added great value in every aspect of our strategies & the level of service has been outstanding. I must admit we have not always been the easiest of Clients!- Nathan Thomas
Michael from Wealth Journey® has made managing my money fun and exciting. He is not only a smart adviser but also a very nice person.- Jodene Vining
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

As a leader within my organization I certainly see the value in recognising exceptional performance and I’m delighted therefore to recommend Rahul Narayan’s financial services to any potential clients. My family and I have been lucky enough to travel the world through work over the last 10 years and Wealth Journeys®’ support over this time, firstly directly with Mark and then with Rahul, has been second to none. The strategic advice and cash flow modelling has always been clear and responsive to our changing needs, and this has given my wife and I great confidence in the decisions we’ve made on behalf of our family.  If you are looking for exceptional financial advice that you can trust, I strongly suggest you contact Rahul at Wealth Journey® for a consultation.

- Scott Conchar, Sales Director Moet Hennessy Australia
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