Mark feels privileged to be working in a profession that enables him to help people that he cares about.

Mark and his young family live on a farm just north of Christchurch. Mark enjoys life on the land and helps out whenever he can. The environment also suits their family-focused lifestyle and many of Mark's clients visit the farm.

The quality of the team around Mark, the close, honest relationships that he develops with his clients and being able to help them live the lives they truly desire provides him with a real sense of fulfilment.

Mark feels his life is enriched because of these relationships, and knows that he has learnt a lot from the wide variety of clients he helps in achieving their financial well-being.

"Building a well constructed investment portfolio comes after all those other matters have been attended to."