Testimonials

Personally we have known Mark for over 11 years as a client at his previous financial firm.  Mark, since the very beginning, has been caring, confidential, attentive and particular to the topic at issue and meticulous in his work which we have appreciated very much.

To us these are all necessary elements which we value to develop a healthy relationship superior to a normal relationship between an adviser and client.

So when we became aware that Mark was starting a new business, we did not hesitate to join him with his new Up Wealth Management financial services firm.

We have been clients of Mark Connell’s for several years. We are more than happy to support Mark in his new venture and have no hesitation continuing with him for our financial advice.  We have found Mark to be friendly and approachable and always has a genuine interest in our personal, as well as financial, affairs.

Mark understands our financial requirements and lifestyle priorities and is always quick to follow through with action after consultations with us.  Having a personal relationship, not just being a number in a large firm, and having input into our financial affairs, are what we value most.

With Mark there are no issues of indiscretion and we have found his honesty to be beyond reproach. We have no hesitation in recommending Mark as a financial adviser, we wish him well new in his new business.

Mark has been our financial adviser for about 10 years.  Over the years we have developed a high level of trust for Mark’s integrity, knowledge and wisdom. This trust has developed through his approach to our planning meetings. He listens attentively to our personal circumstances and those of our family and applies this in his advice to us. We feel that he is genuinely interested in us as people, not as clients.

We feel assured that his advice is being tailored to our aspirations and that it is not just some pro-forma corporate model. His advice is always directly related to our situation at the time. He has never attempted to give us advice which may in any way be seen to be illegal or unethical.

We are not financial wizards and rely on Mark to keep us informed of changes arising from the market and government policy.  He is able to explain these, with the aid of his whiteboard that he seems to have a fondness for, in simple terms that we can understand.  He uses English not technical language.  He relates everything to our personal situation and explains how it relates to us.  He will spend as long with us as is necessary for him to feel comfortable that we are comfortable with his advice.

 

 

Mark has been my adviser for the past two years.  He is friendly, approachable, knowledgeable, flexible, a good listener and communicator.

He really understands my position, how to meet my needs, was kind and understanding at all times.

I have always been given good guidance, clear and concise information, had my questions answered promptly and honestly.

Mark is easily contacted by email and phone.  He meets regularly with me and travels to my town to see me.

I appreciate Mark’s openness and support.  I am treated as an individual and as an important client.