Marc Occhipinti's Contact Details

Marc Occhipinti's Company Details

Our firm has been in business since 1983. We specialise in helping pre-retirees and young married professionals create wealth with integrity and peace of mind. We build enjoyable long-term relationships with you, to ensure that you reach your lifestyle goals. Through our ongoing review program, we take advantage of those opportunities that are suitable for you. By giving you confidence about your financial future, you can focus on the areas of your life that are more important to you. We work with you to develop practical strategies in an easy to understand format that helps you achieve your financial and lifestyle objectives. We also strive to provide a high level of caring, personal service to our clients.What makes us different?- holistic and comprehensive advice- no commissions on any recommendations- agreed flat dollar fee (so you don't pay more just because you have more assets!)- proactive review service.