I help professionals and families turn complex finances into a plan they actually understand — and stick to.
I've spent nearly three decades in financial planning — since 1996 — and in that time I've seen how often good people are sold products instead of given genuine advice. I built my practice to do it differently.
I put my clients first in everything I do — every recommendation I make is the one I'd make for my own family.
Whether you're protecting a business, planning for retirement, or simply want a second opinion, my job is to make the path forward obvious.
— Brent A Marlton, CFP®
Every recommendation starts and ends with what's right for you.
Clear about how I work, so you always know where you stand.
If you can't explain your plan to a friend, I haven't done my job.
Most clients stay with me for a decade or more. I plan to earn it.
Engage me for a single question or an ongoing partnership — start where it helps most.
A complete picture of where you stand and a clear, written roadmap to where you want to be — cash flow, goals, and the trade-offs between them — while making sure your family and dependants are protected if the unexpected happens.
Low-cost, evidence-based portfolios designed around your goals and risk tolerance, rebalanced and monitored so you don't have to watch the markets.
Withdrawal sequencing and tax-smart income planning so your savings last as long as you do.
Business assurance is a vital part of sound financial planning. I help companies put the right structures in place — buy-and-sell agreements, key-person cover, and contingency planning — to protect the business and the people who built it.
The gold standard for comprehensive financial advice.
Advanced study across the full financial planning discipline.
Specialist qualification in investment planning and strategy.
Three decades of experience guiding clients through every market.
Specialist qualification in investment planning and strategy.
Formalised the craft with advanced study and certification.
The start of a 30-year commitment to honest, clear advice.
The first conversation is complimentary and always pressure-free. Tell me a little about your situation and I'll be in touch within one business day.