Live Financial Planning - Mornington, Victoria

Matthew S.

I cannot speak highly enough of Live Financial Planning. My wife and I booked a Clarity Call Appointment with Marcus after seeing his advertisements locally.

We were a little cautious, as in our experience with financial planners, they have been a typical salesman, trying to mould their product to client’s situations just to make a sale. This wasn’t the case at all. Marcus was incredibly patient, engaged and listened to us both and talked through our financial situation in depth and with great knowledge.

At the end of the Appointment, he determined that we were doing most things right, provided a few things to consider and that his services wouldn’t provide a huge benefit, so they wouldn’t be required in our situation.

We were shocked with his honesty and transparency, but we are so thankful we had our appointment with him, providing peace of mind to us both. We cannot recommend highly enough!

Marc H.

We had a clarity call with Marcus from Live Financial Planning. He was superb to deal with, very knowledgeable, quick to grasp our circumstances, offered expert and in depth advice, specific to our circumstances, in simple and understandable terms. I would highly recommend Marcus, especially to any Defence Force veterans, his lived experience matched with his financial acumen enables him to provide excellent advice.

Deidre L.

Marcus has given me confidence in planning for my retirement. He is a great communicator and readily available. Marcus also assisted with the current sale and purchase of my homes. I will continue to work with Marcus into the future.

Emma M.

After talking with Marcus about what our financial future looks like, we feel a lot more at ease heading towards our retirement goals. We highly recommend speaking to Marcus for any financial planning as he is very professional and knowledgeable.

We look forward to future interactions, as we plan for the years to come.

Nikki B.

I have referred several of my clients, friends & family to Marcus and can’t recommend him highly enough. When I receive feedback from anyone I’ve referred, they tell me how fantastic he is. It’s taken me quite a while to find someone I trust to refer people onto, but I have no hesitation in referring people to Marcus 👌

Mark K.

Marcus was so easy to deal with. Friendly, relaxed, comfortable and broke things down so it was easy to understand. He was also not pushy and still let you make decisions with wise business and financial information. His feedback was also excellent

Lavinia F.

We have recently met with Marcus Nyholm from Live Financial Planning. He was flexible and understanding when it came to booking our initial 30 minute clarity call. During the actual call he was very knowledgeable and helpful providing us with an independent view of our current situation and options we could go with. We look forward to working with Marcus more in the future.

Simone C.

We were recommended Live Financial Planning who were exceptionally responsive from our initial contact. We had been talking about seeking financial guidance for years, but never knew where to start.
Marcus booked us in for a clarity call to get to know us and better understand our financial and lifestyle goals. We only wish we had made contact sooner!
Marcus was able to work with us and create a personalised strategy that has now set us on a great track to achieving our goals and setting our family up for a bright future.
We can’t recommend Marcus highly enough! So if you’ve been looking for financial planner who walks the talk and can explain financial stuff in simple terms, book in for a clarity call with the team today. You won’t regret it.