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Farmer and Adviser Q&A

Farmer and Adviser Q&A

by Catapult Wealth | Dec 20, 2024 | Farming, Financial Planning, In the media

  Equipment Financing Farmer I’m thinking of buying a new tractor, but the cost is pretty high. What are my financing options here in Australia? Financial Adviser (Sarah): In Australia, you have several options. You can take out a Chattel Mortgage, Finance Lease,...
Building trust within farming families

Building trust within farming families

by Catapult Wealth | May 8, 2020 | Estate Planning, Farming, Succession Planning

Recently, our Director, Tony Catt caught up with Jeremy from Farm Owners Academy to discuss farm succession planning. Marrying into a farming family, Tony has a strong understanding of farming businesses and finance, providing an inside view of how to make it work. To...
Making farm succession work

Making farm succession work

by Catapult Wealth | Mar 16, 2020 | Estate Planning, Farming, Succession Planning

Recently, our Director, Tony Catt caught up with Jeremy from Farm Owners Academy to discuss farm succession planning. Marrying into a farming family, Tony has a strong understanding of farming businesses and finance, providing an inside view of how to make it work....
Why Dividing Farm Assets Does Not Always Work

Why Dividing Farm Assets Does Not Always Work

by Catapult Wealth | Aug 11, 2014 | Farming, Succession Planning, Wealth Strategies

One of the toughest conversations farm families have to have is how to distribute farm assets after the senior generation has passed away. That conversation however, is a lot easier than the one on how a business is to be transitioned whilst everyone is fit and well!...

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FINANCIAL ADVISER

Mark Foulis

ABOUT

With knowledge across both accounting and finance, Mark can provide a broad range of advice to his clients.

Having gained a vast level of experience through the building, logistics and primary industries Mark decided to further his knowledge base by undertaking a Bachelor of Commerce (Accounting). Upon the completion of his studies Mark decided that he wanted to provide personal advice to clients to ensure they achieve their personal and financial goals.

Mark joined Catapult Wealth in 2016 as a paraplanner and has continued to broaden his knowledge by completing a Diploma of Financial Planning to become a certified Financial Adviser. He values providing simplistic straight forward advice to help a wide range of people to help make decisions regarding their financial future.

MARK IS ABLE TO HELP GUIDE CLIENTS THROUGH A RANGE OF ISSUES, INCLUDING:

  • Superannuation
  • Retirement Planning
  • Investment
  • Self-Managed Superannuation
  • Aged Care
  • Centrelink Entitlements
  • Insurance

MARK'S QUALIFICATIONS INCLUDE:

  • Superannuation
  • Retirement Planning
  • Investment
  • Self-Managed Superannuation
  • Aged Care
  • Centrelink Entitlements
  • Insurance
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OREANA
<br>Catapult Wealth Pty Ltd is an Authorised Representative of Oreana Financial Pty Ltd ABN 91 607 515 122 AFSL No 482234

Contact Us
P: (08) 8172 9111
F: (08) 8333 1932
E: advice@catapultwealth.com.au
A: 39 Charles Street, Norwood SA 5067
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