"A refreshingly holistic approach to finance"

Marco stands out from the crowd because he focuses more on the person than the money. He listens astutely to what you want to achieve and offers you a clear path towards it. Marco makes it clear that money is a means to an end. Once the basics are in place, he challenges you to focus on the value of life experiences, as much as the value of one investment over another. Marco's advice helped us to understand whether we were likely to have enough money to cover a variety of scenarios. He has a refreshingly holistic approach to finance.