I have been fortunate enough to be a client with Marcus Today Investment Strategists for the past 6 years. Pauline and the team (in particular Shaun) have supported, guided and provided very sound financial recommendations ensuring that I am maximising my investments and superannuation in line with my profile, goals and risk management strategy. Our twice yearly meetings allow me to fully understand my investment strategy and growth of my assets. I trust the team completely. I feel very comfortable that our long term planning is kept on track. This peace of mind is invaluable. MTIS staff are knowledgeable, professional, reliable and understanding. I could not speak more highly of them – working with MTIS is the best finncial decision I have made.
These testimonials will appear on the Financial Planning page.
After becoming a little disillusioned with our previous Financial Advisors, my husband and I made the bold move (for us) to MTIS nearly five years ago and were so fortunate to team up with Anna and the MTIS family. The transfer of our Family Trust and Superannuation Fund records were seamless. Anna is a delight to deal with, as are Pauline, Marcus and their staff. Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Advisor and Anna has this and more. She puts a hugh amount of effort into client relations to the point of us feeling very much part of the family. The experts of MTIS and their attention to detail with which they have handled our finanical affairs cannot be faulted. Particularly reassuring to us is the feeling of certainity in the absolute integrity of their dealing with us. I would also like to mention Alex, who also provides us with outstanding support and service regarding our investments and is always only ever a phone call or quickly returned email away, which we really appreciate. Nothing is ever too much trouble for him. Anna and the team have every aspect of our Family Trust, Superannuation and Investment needs covered and we would have no hesitation in recommending their services.
I feel really fortunate to have you and all your able team helping me in such an important part of my life. It makes such a difference that I enjoy your company so much and all my interactions with you and David.
Just wanted to let you know I loved your column in the SMH on Saturday and your advice in Marcus Today! Please tell me you are writing a book with all the capitalist conscience (title?) excerpts from your reports, it would be amazing and would sell very well (I won’t take a cut I promise). Thank you for the inspiration. Take care.