Plan • Succeed • Enjoy

Welcome to Mark Farmer Financial Solutions

We are a specialised financial planning business working with individuals, business owners, farmers, retirees and families to achieve their goals and objectives.

Our strength lies in the long-term, ongoing relationships we form with our clients. With over 25 years in the financial services industry, we understand the complexities of managing investments.

At Mark Farmer Financial Solutions we like to empower and financially educate our clients. We keep things as simple as can be so that we can achieve the best outcome possible, while taking as little risk as required.

Mark has been handling our financial affairs since 2012 and in that time we have found his advice to be well presented and easy to understand. He always makes himself available to respond to questions we may have and presents his information clearly and precisely.

Mark has an affable and friendly manner and he always makes us feel at ease.

Judith and Michael Doyle – Phillip Island

I asked my financial planner, who had one of the highest industry accreditation’s, about an investment/superannuation scheme that would potentially save me a lot in tax, but I was told it was not possible and that I did not fit the criteria.

By happenstance, I was telling a friend about my situation and it was recommended that I speak to Mark, which I did and he was confident I would qualify for this particular scheme. After speaking with my financial advisor a second time I was assured that it could not be done. To cut a long story short, Mark made it happen and as a consequence I have a tax saving of at least $20,000 each year. Mark’s knowledge and expertise far outweighed those of my financial planner who had impressive affiliations and credentials in the finance industry.

Kate Sanderson – Frankston

After leaving full-time employment I had a mess of several superannuation/pension funds that needed sorting out which Mark was happy to take on. I have been a client since 2007, having originally made contact through the NAB. I’m very happy to deal with Mark and the resulting amalgamation of funds has been beneficial. He has a professional yet very personal approach and going the extra miles when the ATO became unreasonable. As a whole I cannot thank Mark enough for sorting out some difficult issues.

David Burns – Fish Creek

We have worked with Mark Farmer since 2011. We enjoy a good relationship with him and have come to appreciate and trust Mark’s advice. He has helped us understand how we can make our retirement funds work for us. Mark is approachable and easy to deal with and has taken the time to get to know us and our family. He understands how we like to manage our financial resources and enables us to do so in the most effective and profitable manner. We wholeheartedly recommend Mark Farmer Financial Solutions!

Rolf and Helen Zuidema – Meeniyan

Why use a Financial Planner?

No matter how successful you become or what stage of life you’re at, there’s always a next step to prepare for and another challenge to meet. It could be an education for your children, a comfortable retirement, protecting you and your family, or securing a happy future for you and for those you love. Building a personal financial plan is the first and most important step to reaching your investment goals. A well-crafted financial plan provides a stable foundation upon which to manage and grow your assets... read more >

Super & Retirement Planning

We understand that superannuation can be difficult for people to understand and manage. With so many legislative changes since super was made compulsory in 1992 and with the expectation of continuing changes ahead, we understand that it can be hard to comprehend what you should actually be doing with your super and retirement savings, now and into the future... read more >