If your home has grown in value, restructuring your mortgage can release further equity in your home that could be used for other investment and wealth creation strategies.

Don’t just look for the cheapest interest rate. Repaying your mortgage more frequently such as weekly or fortnightly and consolidating debt are just two strategies that could save you a lot more interest than the discount off your current loan interest rate.

Employee Profiles
Mark McNeany , B.A., Aff A.I.I, Director/Adviser*
Mark McNeany is a director and co-owner of Vertex Group Pty Ltd and is responsible for the Personal Services division. Prior to co-founding Vertex Group in March 2002, Mark ran his own financial planning practice established in 1996 which now operates as part of Vertex Group. Prior to that Mark has spent 6 years with GIO Australia as a Financial Planner and 3 years with National Mutual Corporate Superannuation both in head office and their Victorian Branch.

Mark is a Certified Financial Planner (CFP), practitioner member of the Financial Planning Association, an Affiliate of the Australian Insurance Institute and holds a BA from Latrobe University. He is an authorised representative of GWM Adviser Services Ltd (AFSL holder 230692).

Mark is married with 3 children and enjoys a hit of golf when he gets the chance.

Chris Steiger, FIAA - Director / Corporate Business Manager*
Chris Steiger is a director and co-owner of Vertex Group Pty Ltd and is responsible for the Corporate Services division. Prior to co-founding Vertex Group in March 2002, Chris spent 7 years at Watson Wyatt in Melbourne as a Principal, Account Manager and Consulting Actuary. Chris advised a large book of corporate clients on their corporate superannuation and other employee benefits issues. Prior to that Chris worked for National Mutual for 8 years in a variety of roles relating to Corporate Superannuation, both in their Head Office and in their WA office.

Chris is a Fellow of the Institute of Actuaries of Australia. He is an authorised representative of GWM Adviser Services Ltd (AFSL holder 230692).

Chris is married with 2 children and is a keen Aussie Rules supporter.

Peter Fisher, Para Planner
Our para planner is Peter Fisher, Peter holds a Diploma in Financial Services and has also completed his Advanced Diploma in Financial Services (Financial Planning). Before coming into the financial services area Peter was a small business owner/operator with both franchised and non-franchised businesses. Peter is responsible for technical and research services and the preparation of our advice documents.

Peter is married with three children and enjoys getting away to the bush for relaxation.

Rosa Raschella, Client Services Manager Rosa brings to Vertex Group extensive experience in marketing, client service management and administration in both small business and the corporate sector of financial services. Most recently Rosa owned a small retail business and previously as Portfolio Marketing Manager for Diners Club Australia.

Rosa enjoys travel, cooking, reading and shopping together with her daughter.

Rose White, Client Services Assistant Rose takes care of our day to day client queries and administrative needs. Rose has had extensive experience in customer service over the past 8 years in marketing, promotions and retail, all of in which she supervised and managed retail stores and teams of people. This experience helps Rose support the Client Services Manager.

Rose is also an Actor in theatre and short films and is passionate about photography.

* Mark McNeany and Chris Steiger are authorised representatives of GWM Adviser Services Pty Ltd