A new breed of Financial Advisers

At Drakkar Group, our goal is to help you feel financially secure so you can live the lifestyle you’ve always wanted. Whether it’s expert advice on investments, superannuation, retirement planning, or insurance, we’re here to guide you towards a secure financial future. Learn how the right financial strategies can help you achieve the lifestyle you desire today and in the years ahead.

Illustration of a man and woman saving money, with jars labeled 'SAVINGS', coins, dollar bills, and calendar icons. The man stands on a stack of coins, holding a large jar, while the woman places a large dollar coin into a jar labeled 'SAVINGS'.

Your trusted financial advisory partner on the Mornington Peninsula

At Drakkar Group, based on the beautiful Mornington Peninsula, we’re all about making financial advice simple, clear, and centred around you. We're a fresh, forward-thinking financial advisory team that puts your needs first, with a focus on real, practical solutions.

For over 15 years, we’ve been helping individuals and businesses navigate their financial journeys with honest, straightforward advice. No jargon, no complicated terms - just plain English. We’ll work with you to create a clear vision for your future and give you the tools to get there. Our fees are transparent and based on the time it takes to deliver exactly what you need.

Oh, and we’ve got a soft spot for Vikings too!

What we do

  • Line drawing of a 3D pie chart divided into four segments, with one segment marked with lines.

    Financial Planning

  • Line drawing of a person presenting a growth chart to two seated people.

    Wealth Coaching

  • An icon of an umbrella with a dollar sign hanging underneath.

    Personal Insurance

  • Outline of a hand holding a coin with a dollar sign, symbolizing financial transaction or money management.

    Self Managed Super Funds

  • Line drawing of a money bag with a dollar sign and coins in front of it.

    Specialist Business Insurance

  • Line drawing of a house with a gabled roof, a chimney on the right side, and a centered front door, outlined in teal.

    Professional Referral Network

Learn more

Personally tailored financial planning

  • Line drawing of a money bag with a dollar sign and a stack of coins.

    Start Strong

    Get in control. Get protected. Set the foundations.

    For clients who need clarity, structure, and to stop “drifting” financially. Covers budgeting, debt, emergency buffers, and key protections.

  • Line drawing of a person presenting data on a graph with an upward trend, audience members listening

    Build Momentum

    Make your money work harder. Invest with purpose.

    For clients ready to grow wealth, make use of surplus income, and start investing with intent. Strategic super, basic investing, tax smarts.

  • Simple line drawing of a rocket blasting off with fire and smoke below.

    Leverage & Lead

    Take control of your time, wealth, and future.

    For clients who are earning well and want to maximise opportunities: trusts, tax planning, advanced investment strategy, and business structuring.

Learn more

Happy clients

  • A woman wearing a straw hat and bright yellow shirt standing next to a man in a black T-shirt by the water at sunset with sailboats in the background.

    “Financial advice isn't easy & Mark is an expert. Mark gave me the right advice on property, investments, rolled my super, & has helped me with setting goals for future investments & retirement. With his great help, I now have the lifestyle I want now and can relax about being financially secure in the future.”

    - Simon & Sharon

  • An elderly woman and a middle-aged man smiling and holding hands in a restaurant setting.

    “We've known Mark for a long time. Not only is he a great guy but his advice has really helped us sleep better at night knowing that we're going to be able to enjoy our retirement. Couldn't recommend him highly enough.”

    - John & Alice

  • A man standing indoors, wearing a dark jacket and a plaid shirt, smiling at the camera.

    “Seeking financial advice can be quite scary, especially if it's your first time talking to experts/advisors. I was lucky enough to be referred by a friend to go see Mark and his team. The level of advice and the world of options Mark opens up for you regarding your finances/goals is fantastic. I would highly recommend Mark and his team to anyone who either has some goals they want to achieve or is earning a descent salary and wants to look at their options!”

    - Mikos

  • A woman and a young boy sitting together on a floor at night, with candles around them.

    “Mark and the group have been amazing at helping us get in control of our finances. We are now buying our first home, so excited!”

    - Matt & Angelica

  • A young man in a light blue shirt standing outdoors with city skyscrapers and palm trees in the background.

    “Since finding Mark and the team at Drakkar Group, I feel like my financial situation is finally under control. The team is great at keeping me on track while also making sure I’m accountable with my own affairs. Thanks again guys, truly life changing experience!"

    - Alexander

  • A smiling couple wearing sunglasses taking a selfie with the Golden Gate Bridge in the background during daytime.

    “We've been working with Mark for years and couldn't imagine getting to where we are now without his help. He is great at listening to what we want to achieve and then helping us make it happen. Highly recommend his services!”

    - Bruce & Tracey

  • Two people sitting in a boat on a river, wearing sunglasses and summer clothing, with green trees and water in the background.

    “Mark was very valuable in unforeseen financial circumstances which had implications on many. Fortunately, with Marks advice and strategies all involved kept their heads above water achieving financial security. A professional and friendly service, I can't recommend Mark and the Drakkar Group highly enough!”

    - Simon

  • Man in sunglasses wearing a white short-sleeve shirt and black shorts leaning on a brick railing on a bridge with stairs, across from colorful buildings in Venice, Italy.

    “Working with Mark is very client need-based. He develops his strategies specifically for my financial situation but bases decisions largely around my personal goals. It’s this blend of valuing and considering my goals, whether personal or financial with complementary platforms and structures that elevates Marks services above those offered by others. As a result, the strategies are far more engaging and effective.”

    - Damian

  • A man and a woman smiling underwater in a pool, posing for a playful selfie.

    “Mark and the team at Drakkar group have helped me immensely in areas such as equity markets, self managing my super, tax planning (although they aren't accountants they certainly know their stuff and happy to work with my accountant to get the best outcome for me), and most importantly educating me on how to make my money work harder.”

    - Chris & Pat

Registered Associated Memberships

Logo for the Financial Advice Association Australia featuring the text "Professional Practice" and colorful speech bubbles forming the acronym "FAA."
Partial logo of AIOFP on a dark blue background with a gray triangle.
Laptop displaying a chart with blue bar graphs and a red line graph, showing data and progress of activity.