Our companyBest 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 ValuesBest 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 PropositionBest 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.”
Years in business
Structured to meet the needs of our clients
Our customers are the most important part of our business
December 2019 – presentCommenced working with our new licensee Oreana Financial Services.
April 2017-November 2019Commenced operations as Best Life Financial Planning under the financial services licence of Commonwealth Financial Planning – Pathways.
July 2012 – March 2017Mark worked as an employee of Commonwealth Financial Planning as a Financial Planner in the Brisbane North team
April 2011 – June 2012Mark took on his first role as a Financial Planner in the North Queensland Commonwealth Financial Planning team based in Mackay.
March 2010 – April 2011After 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.