Our trusted Wealth advisers and who we help

PKF Wealth’s mission is to support the unique ambitions of our clients with tailored, expert advice. The recent results from our Client Engagement Research, conducted independently by CoreData, affirm the strength of our relationships and the trust our clients place in our team.

Our Wealth advisers go above and beyond helping clients navigate their financial goals with trusted advice, tailored support, and long-term relationships. We’re proud to share insights from the survey and spotlight the dedicated work of our advisers: Andrew Russell, Craig Sawyer, Damien Passmore, David Henriksen, Jarryd Brennan, Luke Kelly, and Mark Folpp.

What our clients value most

Across the board, clients rated their overall satisfaction with their adviser at an average of 4.8 or higher out of 5. Clients consistently highlighted three shared strengths:

• Deep understanding of personal and financial goals.
  

• Responsiveness and accessibility.
  

• Clear, confidence-inspiring communication.

Whether navigating estate planning, retirement strategy, or portfolio growth, clients noted the confidence they gained from their adviser’s guidance.

• “The manner in which the adviser conducts these interactions always inspires confidence... geared to our being satisfied and confident in any proposals.”

• “Craig provides sound advice regarding our estate planning and assisted us greatly in setting this up.”

• “He explains things in a way I understand, understands my goals & makes me feel confident with my decisions.”

Who we help

Our clients are diverse in their circumstances, but many share common needs: managing intergenerational wealth, navigating aged care planning, and preparing for a secure retirement. A significant proportion of our Wealth clients are 60 years and older, often seeking comprehensive, long-term financial stewardship.

Across all advisers, clients praised the ability to cover not just finances, but also life stages and family dynamics:

• “Luke covers all areas of our finances as well as looking after my brother's situation in the aged care system; very thorough.”

• “Couldn’t ask for more in an adviser. Jarryd is friendly, knowledgeable and shares relevant ideas and solutions.”

• “Damien is always friendly and professional. He concisely covers all financial aspects of our superannuation fund. His advice is greatly appreciated.”

• “Andrew covered our changing needs and explained everything clearly. Gave us peace of mind that we are on the right track to achieve our retirement goals.”

The PKF Wealth approach

Our approach is built on long-term relationships, deep personal understanding, and strategic guidance tailored to each client’s life stage and goals. We focus on:

• Personalised advice – grounded in understanding each client’s unique circumstances, values, and aspirations.
  

• Proactive communication – regular, clear, and confidence-building conversations that keep clients informed and empowered.
  

• Holistic planning – considering the full financial picture, from investments and superannuation to estate planning and aged care.
  

• Trust and accessibility – advisers who are not only knowledgeable but genuinely easy to talk to and are responsive and reliable.

We don’t just manage wealth — we help clients make decisions with clarity, so their money supports the life they want to lead.

“I have extreme confidence talking with Mark. I believe he has my best interests at heart and he is always available if I have any questions. I have dealt with Mark for many years and would highly recommend him.”

Our client meetings are meaningful and frequent, most commonly held quarterly or half-yearly, and are typically conducted face-to-face. Our meeting locations are guided by what works best for our clients, with most opting for our office or virtual sessions for convenience.

Across all seven advisers, 95% of clients said their most recent meeting reflected the typical high standard they’ve come to expect.

Trusted, referred, and recommended

An overwhelming majority of clients said they were “extremely likely” to recommend their adviser to friends or family. That trust, built over time, speaks volumes about the relationships we’ve built.

“I have recommended David to many people… Very knowledgeable.”

“Craig Sawyer has proven over many years that he is a trusted adviser.”

“We feel very lucky to have Luke looking after our financial future.”

We take pride not only in our technical expertise but in the enduring relationships we build with every client. Thank you to our clients for your trust and thank you to our advisers for helping people live with greater clarity and confidence.

PKF Wealth. Plan well. Live well.

For advice that grows with you at every stage in your life, contact the team today.