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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....
Same same or different?

Same same or different?

by Catapult Wealth | Dec 11, 2019 | Financial Planning, Succession Planning, Uncategorized, Wealth Strategies

Another year is almost over, so are you on track to make 2020 a better year than 2019? Many people use the New Year as an opportunity to take stock, to see what’s worked well in the past 12 months and what hasn’t. This is a great habit to get into, as long as you act...
9 things to do before you die

9 things to do before you die

by Catapult Wealth | Jul 16, 2019 | Education, Estate Planning, Succession Planning, Wealth Strategies

We may not like to think about it but when it comes to death, it pays to plan ahead. The emotional impact your death can have on your family and friends is tough enough without the addition of financial stress due to ill-planning or no planning at all. Here are 9...
Time to apply investment lessons

Time to apply investment lessons

by Catapult Wealth | Aug 9, 2018 | Investment, Succession Planning

Every market cycle – bull or bear – provides opportunities for investors to improve their process for investing. The best thing to do is learn from past events and apply those lessons to your future investment strategies and circumstances. Lesson 1: Keep your cool   ...
All I want for Christmas is to survive it debt free

All I want for Christmas is to survive it debt free

by Catapult Wealth | Nov 25, 2014 | Debt, Succession Planning

With the holiday season fast approaching, it’s tempting to throw out the year’s careful planning and budgeting to splurge in the name of Christmas. But getting into the Christmas spirit doesn’t mean you have to get into debt. Follow these tips to ensure that you...
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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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