About Us

Our company

Best Life Financial Planning is a small, family-run business started in 2017 by husband and wife team Mark and Marissa Agnew. They set out with the vision to inspire their community to live their best life.

“We want to be central to supporting our clients achieving their lifestyle goals and aspirations, including family, travel, health, and finances. We also want to continue to innovate and grow in the ways we operate and service our clients and the broader community.”

Our Values

Best Life Financial Planning aspires to inspire people to live their very best life by setting their own example as well as connecting with others, with the goal of creating an inspired community.

“We are genuine and approachable. We listen and we empathise. And we support and care for people. We pride ourselves on our integrity and professionalism. And we take ownership in all that we do.”

Our Value Proposition

Best Life Financial Planning takes a down-to-earth, personable and relatable approach to financial planning.

“We want to help and inspire our clients to live their best life. We provide a welcoming environment and community where people can discover what their best life is. We provide support by helping clients develop a plan so they can live their very best life - from protecting themselves, their family, and their lifestyle, to growing wealth sustainably to meet current and future lifestyle goals.”
 

Our Associations

  • We are members of the Financial Planning Association
  • We are registered Tax (financial) advisers with the Tax Practitioners Board
  • Code of Professional Conduct for tax (financial) advisers
  • The Fpa Code Of Professional Practice



    View our team
    • best-life-financial-planning
    3+

    Years in business

    Structured to meet the needs of our clients
    147 +

    Happy Customers

    Our customers are the most important part of our business

    Our Story

    • December 2019 – present

      Commenced working with our new licensee Oreana Financial Services.

    • April 2017-November 2019

      Commenced operations as Best Life Financial Planning under the financial services licence of Commonwealth Financial Planning – Pathways.

    • July 2012 – March 2017

      Mark worked as an employee of Commonwealth Financial Planning as a Financial Planner in the Brisbane North team

    • April 2011 – June 2012

      Mark took on his first role as a Financial Planner in the North Queensland Commonwealth Financial Planning team based in Mackay.

    • March 2010 – April 2011

      After studying his Graduate Diploma in Financial Planning while working as a high school teacher, Mark commenced his first role in financial services as a Paraplanner for Commonwealth Financial Planning.