Develop your own personalised
Financial and Lifestyle Goals

Build Wealth Faster, Retire Financially Independent, Protect Your Family/Wealth with Insurance

Mark can help you articulate your goals,
build a plan to meet them and help you to stay on track

INVESTMENTS

Actively manage investment portfolios for superannuation and/or personal investment.

SUPERANNUATION

Ensure appropriate structure and level of contributions.

PERSONAL INSURANCE

Right level of risk protection considering your current income, debts, income requirements for your family and mortgage.

DEBT

Regularly review your debt strategies to ensure they are structured correctly and interest rates/terms are competitive.

ESTATE PLANNING

Ensure your assets will pass to your beneficiaries in a tax efficient and timely manner.

CASH FLOW

Provide structure and transparency to managing your monthly cash flow.

Mark Clayton is a Corporate Authorised Representative of Personal Financial Services Limited, ABN 26 098 725 145, AFS Licence no. 234459, Level 10, 88 Phillip Street, Sydney NSW 2000

Latest Videos

How to cut the cost of health insurance (without cutting the insurance)

Nicole Pedersen-McKinnon shares some tips to save money while still getting the most from your health insurance.

How to cope with changes in your super balance

It can be difficult seeing your super balance go up and down, especially if you’re approaching retirement age. Here are some strategies to help you stay calm.

Interview with Treasurer Jim Chalmers

Watch the ABC’s interview with Treasurer Jim Chalmers, who addresses concerns that the measures proposed in the 2023-24 Federal Budget may be inflationary, among other things.