The Financial Planning Association of Australia The Financial Planning Association of Australia

Guy Halpin, CFP®

Name Guy Halpin CFP®
Company WealthMarc Advisory Group
Address SUITE G06
38 Atchison Street
St Leonards, NSW 2065
Phone 02 8964 8912
Mobile 0407 063 524

Guy Halpin (BCom Mktg, CFP, JP) has been advising clients for years on the feasible options available to best achieve their goals. All communication is in an easy to understand manner so that clients are always in control of their finances and have complete trust in Guy.

Guy's specialist investment market knowledge and experience differentiates his service offering. Effective portfolio construction is founded on managing risk/volatility whilst not foregoing growth potential.

Other areas Guy helps clients with is, superannuation (including SMSF), wealth protection (personal insurance), mortgages/debt refinancing, estate planning, tax minimisation, budgeting and cash flow management.

Plans to achieve clients goals range from scoped advice to comprehensive holistic plans.

Guy and the team at WealthMarc Advisory Group have an extensive network of professionals who deliver the same high quality of service to clients in accounting, legal, property and general insurance.

WealthMarc is dedicated to providing clients with an ongoing service to ensure their financial plan is on track and make any necessary changes due to personal circumstances and government legislation.

Contact WealthMarc to receive the first meeting obligation free and at our expense. We service clients across Sydney and interstate.

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