At Lintonstone, you get direct access to an Adviser with decades of experience, offering an alternative to the others: deep, one-on-one guidance built on trust, insight and genuine care.
An engaging, intelligent, forward-thinking adviser with over 20 years of industry experience.
Mark is dedicated to actively working with clients to build a path to a comfortable financial future and assist with the important decisions in this ever changing, often complex world.
Enjoying a small, yet highly diverse client base, Mark brings deep expertise in retirement planning, superannuation, tax, and investment strategies – helping clients make confident, well-informed financial decisions.
Mark draws on a wide range of knowledge attained from many years of experience, ongoing research and education, business dealings, and a vast network of professional associates to assist with clients meeting their financial and lifestyle goals.
A member of the Financial Advice Association of Australia (FAAA), Mark has built valuable relationships with trusted asset consultants to ensure his clients are provided with high-level strategic advice and investment offerings.
SOLUTIONS
Solutions we provide
Strategic Advice
Well researched, practical advice with recommendations designed to align every aspect of your financial matters with your personal, work and family goals.
Retirement Planning
Helping you retire with confidence through tailored strategies that support your lifestyle goals and long-term income needs.
Superannuation
Expert advice to grow and manage your super, including SMSF’s, effectively so your retirement nest egg works as hard as you do.
Tax Minimisation
Helping you take advantage of range of opportunities to minimise income tax and maximise potential returns.
Cash Flow & Debt
Helping you understand cash flow considerations and take control of personal and business debt with strategies that can improve cash flow, reduce risk, and build financial flexibility.
Investment Solutions
Purpose-driven investment strategies built around your goals, preferences, and timeline – with a focus on sustainable, long-term growth.
Estate Planning
Working with you and collaborating with legal professionals to ensure your estate is structured according to your wishes – protecting your legacy and providing peace of mind.
Risk Management
Protecting what matters most through smart, customised insurance and risk strategies that safeguard your wealth and family.
At Lintonstone Advisory, our mission is to deliver personal, expert financial advice grounded in trust, communication, and genuine care. We stand apart by offering stability in an ever-changing financial world, and clarity in complexity, empowering you to plan with confidence and peace of mind.
What our clients say
TAILORED ADVICE & SERVICES
Our Process
We will guide you through our advice process, which includes the following key steps:
Introduction & Initial Discussion
Let’s get to know each other over a brief phone call, or online meeting, to get an understanding of your needs, and our offerings, to determine if we are the right fit.
Engagement & Discovery
A more comprehensive meeting, or two if needed, perhaps in person, to help clarify your financial goals and gather the necessary information to provide personalised, appropriate advice.
Research, Strategy & Personal Advice
We go through our specialised planning process to develop then present, discuss and refine a tailored strategy aligned with your goals.
Implementation
Help execute your strategy, including coordination with super, investment, insurance and other professional providers as needed, with updates and support along the way.
Ongoing Service & Support
Even the best plans are prone to change, so we like to stay in tune with our clients though ongoing communication and reviews to ensure your strategy remains up to date.
