Director and Lead Financial Planner
Mark is a Certified Financial Planner who has worked with clients in Christchurch and Canterbury for more than 25 years.
He started Progressive Financial Planning with the aim of helping people to de-mystify their money. His approach is to give straight-to-the-point advice, backed by research, and support this with client education.
You won’t find a more black-and-white financial advisor than Mark. He believes strongly in giving clients clear information about their options and ensures they have all the facts they need to make sound decisions. A big part of Mark’s role is also equipping people with the knowledge and skills to take charge of their own financial planning over time.
With a strong emphasis on relationship-building, Mark gets to know his clients well. He builds a full picture of each client’s current situation, motivations and goals, before providing recommendations. He says that truly tailored advice can only come from putting the client first.
People work hard for their money and Mark’s primary goal is to make people’s money work hard for them in return.
Mark has a Diploma in Business Studies, with an endorsement in Personal Financial Planning, from Massey University. He is also a Certified Financial Planner.
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