Mark Humphris

Profile picture of Mark Humphris, Adelaide Private Wealth, Financial planner in Adelaide
Financial Adviser/Director, B Bus, Dip FP
Adviser since: 2000

Mark Humphris works with clients whose financial affairs are shaped by significant life or asset events. His approach focuses on identifying blind spots early and planning with a long-term view.

More about Mark Humphris

Significantly experienced in the financial planning industry, Mark Humphris has earned a stellar reputation for devising sophisticated, personalised financial strategies that cater to the unique needs of aspirational individuals and families looking to grow their wealth and experience a very high level of financial security.

Proven Track Record: With a history of delivering consistent, exceptional outcomes for clients, Mark is a trusted adviser who has skilfully navigated various market cycles with confidence and expertise.

Innovative Solutions: Staying at the forefront of financial innovations and regulatory changes, he is adept at leveraging advanced tools and strategies to enhance your financial strategies and secure your financial future.

Dedicated Support: From the initial consultation to the important ongoing management and progress monitoring and enhancement of your financial plan, Mark and his dedicated team provide exceptional support and guidance, ensuring that you feel fully informed and empowered at every stage of your financial journey.

Investment Style

With a knack for asking the right questions at the right time Mark excels in crafting holistic financial plans that cater specifically to your objectives, whilst also carefully addressing the blind spots within your family’s financial affairs. Caring, transparent and honest conversations are considered critical in understanding the past and present situation, before then focusing in on what could be achieved in the future.

Specialties and Areas of Expertise

Clients he works with often look as follows:

  • Professional and/or high income earners
  • Successful business owners
  • Farmers and primary producers
  • Complex financial affairs, property/asset sales
  • Receiving an inheritance
  • Self-funded retirees or preparing for retirement
  • Concerns around intergenerational wealth transfer

Professional Standards You Can Trust

Qualifications & Memberships

  • Bachelor of Business (Banking & Finance)
  • Diploma of Financial Planning
  • ASX Listed Security accreditation

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