Financial advice and planning to help you create a brighter future.®
Mark Lowe & Co Pty Ltd is a holistic financial planning advice business located in Melbourne Victoria, focussed on delivering financial advice and products to help our clients make the most of their financial position and achieve their financial goals. Our team is passionate about building quality relationships that deliver real solutions.
We offer a range of services to meet the needs of our clients at various stages of life as well as strategies focussed on important life events that impact financial wellbeing such as buying a home, planning for retirement, caring for ill children, and helping make decisions for ageing parents.
We value the relationships we build with our clients.
- Empowering our clients so they are confident in their decisions.
- Professional excellence.
- Communication and transparency.
- Quality advice and personalised service.
- Long-term, mutually beneficial client relationships.
Mark Lowe and Co. was founded by Mark Lowe and his wife Sue in 1987. Since then they’ve worked hard to assist clients to realise their financial goals. The business became a part of RI Advice in 2021.
Mark Lowe and Co. primarily services Melbourne City and the surrounding suburbs. We do also offer our services to interstate and international clients.
Our reputation is important to us and we want to be known for:
- Giving sound and ethical advice at a reasonable price
- Being approachable and supportive when clients circumstance change
- Keeping up-to-date with changing economic conditions and legislative changes, and
- Intergenerational advice - taking care of the financial needs of grandparents right down through succeeding generations.
When you become a client of our business, we aim to:
- Treat you fairly and work with you to help you secure your future
- Be empathetic and responsive to your changing needs
- Finding financial opportunities for you and help you take advantage of them, and
- Provide comprehensive financial strategies to all generations in your family.
Overall, we aim to provide clients with trusting and long-term and professional relationships. We look forward to meeting and working with you.