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“Anyone can voice an opinion on individual stock picks. Vertex’s focus on
financial strategy related to specific goals, enables us to make important life
decisions with confidence. We look forward to each annual planning review and
the feeling of control it brings.” - 2007
Mike de Hennin
Oracle Director CRM Industry Solutions
Government, Education and Health, Asia Pacific
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“I have had the pleasure of being a trusted client of Mark McNeany for over 15
years. Mark McNeany and Vertex’s professionalism and personalised service is
exemplary. Their continued financial guidance and targeted lifestyle goal setting
and advice enables me to sleep well at night. Nothing is too much for the Vertex
team. I look forward to a secure and well planned financial future thanks to
Vertex Group.” - 2007
Dr Gary Zimmerman
Sports and Exercise Medicine Physician
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“Vertex Group have always assisted me in working out my insurance needs, analysing
the market for available insurance options and then take care of putting all my
cover into place. Over the years I have received efficient personalised service
where Mark and his team have worked towards improving my cover and options at
reduced premiums.” - 2009
Abhijit Sinha
Engineer
Amcor Flexibles
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“The support of the Vertex Group has gone beyond excellent financial advice,
lifestyle planning, and investment options. Mark, Chris and their team have also
provided personal support and non biased advice through career changes, legal
difficulties and superannuation changes. Our annual portfolio reviews have
helped us focus on the big picture and think about the next phase of our lives.” -
2007
David and Lin Fox
Retail Executive
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