Advice

Creating a personal financial road map.

A whole of life service

Our philosophy is about providing a whole of life service to help you achieve your lifestyle goals. We will assist you in building your financial strategy based on your values, interests, and dreams to create meaningful and enriching life experiences. Whether it is starting your own business, saving for the kids’ school fees, investing hard earned money, or preparing for retirement, we can help you get there.

How We Can Help

The Collective Impact, Financial Advice

Expert Advice

Financial Strategy

Mark will take the time to understand your goals and dreams and help you take control of your finances – and future!

His compassionate approach will ensure you can approach retirement with confidence and peace of mind.

You’ve worked hard – and it’s time your money did the same.

Enjoy the life you dreamed of knowing there’s a plan in place to protect you and those you love most.

Mark will create a customised plan that will turn your dreams into reality. And with more than 20 years’ experience, he understands everyone has a different vision for the future. Some want security, others lifestyle, or to give their kids a head start. Whatever your goals, Mark will work with you to achieve them.

Mark Screen, BDCU Ltd ABN 44 087 649 787, Corporate Authorised Representative of Matrix Planning Solutions Limited ABN 45 087 470 200, AFSL & ACL No. 238256.

The information provided on this website is intended to provide general information only and the information has been prepared without taking into account any particular person’s objectives, financial situation or needs. Before acting on such information, you should consider the appropriateness of the information having regard to your personal objectives, financial situation or needs. In particular, you should obtain professional advice before acting on the information contained on this website and review the relevant Product Disclosure Statement (PDS).

Relevant PDSs can be obtained by contacting us. No representation or warranty is made as to the accuracy, completeness or reliability of any estimates, opinions, conclusions or other information contained on this website. This website may contain certain forward-looking statements. Forward-looking statements are not guarantees of future performance and involve known and unknown risks, uncertainties and other factors, many of which are beyond our control. You should not place reliance on forward-looking statements. To the maximum extent permitted by law, we and Matrix Planning Solutions Limited disclaims all liability and responsibility for any direct or indirect loss or damage which may be suffered as a result of relying on anything on this website including any forward-looking statements. Past performance is not an indication of future performance.

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