Our Mission 

We are a financial planning practice that values relationships. The team at MWM focus on identifying and implementing strategies that add value to our clients. We highlight opportunities that others sometimes overlook. Providing genuine advice to our clients on a flexible fee basis.

Our approach is one of honesty and authenticity. The business of financial advice is extremely complex. We have a deep understanding of these complexities and aim to deliver solutions to our clients in a concise and simple format.

Our job is to connect the pieces of your puzzle together, alleviating your fears, minimising frustrations and giving you the chance to achieve your most important goals.

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Neville Martens
 

NEVILLE MARTENS

AFP®, Adv Dip FP, DFS (U.OFS)

Senior Financial Adviser - Investment Specialist

Neville has been in the financial planning industry since 1994, having come from a Corporate Banking and Structured Finance background. Neville is originally from South Africa and has practiced in Australia since 2008. He is a former director and investment committee member for First Global Asset Management which at the time, operated eight international managed funds.

Neville Martens: -

  • Is an Authorised Representative & Credit Representative of Charter Financial Planning Limited

  • Has satisfied the education, experience and ethics requirements for admittance to the Financial Planner AFP® membership category of the Financial Planning Association of Australia Limited and is committed to abide by the FPA Code of Professional Practice, including the FPA Code of Ethics, Practice Standards and Rules of Professional Conduct

  • Holds a Advanced Diploma of Financial Planning

  • Holds a Diploma of Financial Planning (U.OFS)

  • Also holds a Certified Financial Planning mark (RSA version)

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LETITIA CAMPBELL

Senior Administrator

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JULIA O’SULLIVAN

Paraplanner

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SANDRA SCHIECK Fdn. DFP

Senior Paraplanner

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Our Business Vision 

 

Our clients

Maximising investor returns and providing peace of mind solutions based on client needs.

Our people 

Creating a workplace where people are inspired to achieve above average results.

Our business partners

Nurturing a network of professionals by building respect and providing excellent outcomes for mutual clients.

 
 

A history of achievement

Neville Martens and the team have been providing financial advice and service to clients from the Baden Powell Street office since 2010.

During that time, the team shared the office with several other Financial Planners and therefore operated under several different practice names. These planners have since retired or left the industry. Neville is now the sole principal. Neville has been providing financial advice to clients since 1994, and in that time, has seen markets rise and fall (rise and fall, and fall and rise…!!!).

Many lessons have been learned and experience gained, which is now passed onto you, our client, helping you to grow and protect your wealth.

Between the walls of our Maroochydore office, our well-seasoned team directs and guides clients from around Australia and overseas.

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