We provide the full range of financial planning and taxation services to all of our clients. We enjoy access to a huge reservoir of technical expertise and practical experience and we love sharing this resource with all of our clients. Our expertise ranges across investments, risk insurance, superannuation (including self-managed superannuation), estate planning, retirement and aged care planning, business advice and inter-generational financial planning.
Mari Nguyen is one of the most caring, knowledgeble, professional financial planners i know. I personally have been a Business Development Managers in the Financial services industry for over 30 years. I have come across close to a 1000 planners, both in the Banks and Independants. Out of all the planners i know, i trust her to always put her clients first, above all else. So much so, i refer my own family to her and Mari has become my sons financial planner. I think that says It all.
Mari at Canopy Financial Group reviewed our Life Insurances & provided not only a better product but also at vastly reduced premiums. Mari was in constant communication & provided a professional service. Highly Recommend.
Mari is one of the most knowledgeable in the industry and always has the time to explain things (no matter how silly the question may seem) in a way that makes sense. Can't recommend high enough. 6 stars!