Grow your wealth
Protect your family
A trusted hand on your finances specialising in creating long-term wealth and secure retirements.
Based in Geelong and Ocean Grove. Clients nation-wide.
Don’t miss out on the 3-minute video below to see how we can assist you.
You work hard for your money and need to know that you are making the most of it.
Let us assist you to grow and protect it so you can retire with the lifestyle you deserve.
Our clients are typically…
-
Growing and protecting wealth
What should we do with our surplus?
How do we use our home equity?
Are there ways to save for education?
How much insurance do we need? What kinds of insurance?
Should we have an SMSF?
-
Thinking about retirement
How much will we need
Can I stop working?
Where should our money be?
We are receiving an inheritance
We are paying too much tax.
Should we sell property?
-
Already retired
The money has to last - how do we manage it?
Should we be selling down assets?
Where will the income come from?
I want to make sure it passes to the right people.
How MoneyRocket is different
You will only ever work with me. Whilst I do have administrative support staff, you will never be transferred to an ‘associate’ adviser or discover that your adviser has ‘left the firm’.
I only work with people that I like and understand. These tend to be motivated, engaged individuals.
Property is part of our investment philosophy and we will recommend it if it is right for you as part of your overall wealth plan.
Before financial advice I was in corporate finance at Big 4, so I understand the pressures of corporate life. I also understand that you are probably a high performer in your field but just don’t have time to deal with your own strategy and investments every day.
Before corporate finance I was an international concert pianist for 15 years. I still perform and have some serious tennis goals. I believe that money is merely there to fund our passions in life.
Sign up for The Launchpad Newsletter to find out
“What can an adviser do for me?”
Your best interests is our professional duty
Any financial decision you make has a knock-on effect to something else.
We develop detailed, written financial plans that incorporates all aspects of your financial life - from overarching multi-year stratgies to which investment/policy is best for them.
You will therefore have peace of mind that everything is working together.
It is our passion and duty to do that for you.
Just like your GP or dentist, we are there for you as life changes. We make sure your best interests continue to be served and that you stay on track.
“How could this work for me?”
No portals, passwords, 2FA or word limits.
Just an old school email
Have a problem, situation or question? I will aim to respond within 48 hours.
Email me
Join the email list
No vacuous tips or hacks - I can’t bear that.
You are here for your finances and want meaningful information.
Take a peak behind the curtain of financial advice. There will be insights, success stories and tales of caution (all anonymous of course).
All to show how financial advice can assist you achieving what you need to.
I post here when I have things to say, not daily.
It will be me posting - not a 3rd party or a bot.
Brownie points for likes or comments.
Connect on LinkedIn
Become a client
By all means read the emails and posts, watch from afar, but…
Receiving bespoke advice is the only way to have a solution that is right for you and to make meaningful progress.
You will receive written, actionable advice specific to you and only you.
You also get 24/7 access to me when you need it.
General Advice Disclaimer
The information provided on this website has been provided as general advice only. The contents have been prepared without taking account of you personal objectives, financial situation or needs.
You should, before making any decision regarding any information, strategies or products mentioned on this website, consult your own financila advsier to consider whether that is appropriate having regard to your own objectives, financial situation or needs.
Structure
Mark Kruger is a Sub-Authorised Representative (No. 1270772) and MoneyRocket Financial Services Pty Ltd is a Corporate Authorised Representative (No. 1293649) of GPS Wealth Ltd, Australian Financial Services License No. 254 544.
GPS Wealth Ltd
Level 15, 115 Pitt St, Sydney NSW 2000
(02) 8074 8599