“My wife and I have been working with Mark for over 9 years.
He has become a critical part of our financial strategic planning process.

He has provided advice and guidance in good times and in bad. He also has an astute sense of timing.
He knows when to listen, when to encourage, and when to hold us accountable.

We have now sold our business and the financial modelling services available will assist us in planning for the next phase of our lives.

With Mark’s assistance we feel confident that we can look forward to a great future.
”

“My introduction to Cerulean Wealth Advisers was through a family member’s recommendation prior to my retirement.

I was very nervous of the impending retirement as my financial situation seemed to me rather bleak.

With the reassurance of the staff at Cerulean Wealth Advisers I realized that my retirement was not going to be the end of my future but the beginning.

A difficulty I had with Centrelink could have cost me several thousand dollars but Cerulean Wealth Advisers intervened and the problem was fixed.

I have since retirement enjoyed an overseas trip each year with the knowledge that I can have one again next year with the financial security that I have realized thank you to Cerulean Wealth Advisers.

Their guidance and advice has been great, nothing has been too much trouble.

I would recommend their services to anybody wishing financial advice.
”

“Mark Gibbs has been an excellent and reassuring financial adviser to us now for many years – so much so that we continue to be his clients even though we now live in NSW some 700 kms away!

Mark has managed our self-funded retirement through some heart wrenching periods, like the Global Financial Crisis, and changes to the superannuation laws and the like, and Centrelink dealings, and has always been a reassuring and calming influence in what would otherwise have been extremely stressful challenges.

We have absolutely no hesitation in recommending Mark and his very competent and helpful staff to anyone - we have complete confidence in his advice and the service provided.
”

“Helen and I have been associated with Cerulean Wealth Advisers for many years now, as individuals, as a married couple, and currently, as a family.

Throughout that time, as many people experience, life and work circumstances have changed dramatically. Along with us for that journey, we’ve had the unwavering support and guidance from the team at Cerulean Wealth Advisers.

As our careers evolved and earnings improved, as our family expanded, personal health crisis and work challenges ensued we’ve come to regard the team as friends rather than just our financial advisers.

Always focused on our financial security and with our personal wealth strategy firmly in sight, the team have made our life easy. Collectively, they have advised and administered us through every aspect of our financial well being and risk management strategy to ensure that we’re protected in the event of something not going to plan, like job redundancy for example.

Whilst caught in the feeling of disbelief and wondering what to do next they were right there with advice of who to contact, what action to take and even using their own network of contacts who may be of assistance.

The results and benefits for us has been the steady progression of our personal wealth strategy aligned with our risk profile, secure in the knowledge that there is a proactive team behind us with our goals and personal well being foremost in their actions.

I would have no hesitation recommending Mark and his team to friends and family.”

“Mark and his team take all the stress out of managing our investments so that we can sit back and consider the more important issues in retirement, such as how to get off the high chair at Broken Hill.
(see picture)

Mark has advised us for several years and we have always found him and his team friendly, helpful , knowledgeable, resourceful and trustworthy.
He has guided us through the labyrinth of many issues from our own investments, aged care for our parents and estate planning to protect us and our children.”

“With my role of COO of a large international retailer, and my wife Rosie looking after the kids and working part time, we decided to engage the services of a financial advisor.

Mark Gibbs came highly recommended. We were particularly attracted to the positive, open and honest culture that Mark drives and we immediately felt comfortable with Mark looking after our financial affairs.

Mark helped us implement a strategy to reduce home loan debt in a tax effective manner, advising us on tax minimisation strategies utilising superannuation and other tax effective investments.

He also built a risk management strategy to ensure our family is well protected in the event of something not going to plan.

Our financial future is now mapped out which gives us more confidence that we are on track to achieve our lifestyle goals. The investment we have made in our financial future has more than paid back and we are now in the position of having a clear understanding of our financial position, both currently and into the future.

This certainly provides peace of mind.

I can highly recommend Mark to anyone seeking sound financial advice and planning.”