Marcus Today Investment Strategists

With extensive experience and our exclusive “Blueprint Process”, Marcus Today Investment Strategists are in a unique situation to understand your needs. One size rarely fits all and the importance of financial planning, your future should be as unique as you are. To identify and meet your own financial goals, you need an adviser who is able to listen to you, one who is a leading professional to design an individual strategy tailored around your own wealth dreams. We are a team of senior advisers and financial professionals focused on you, with specialist practitioners who work to deliver the best solution that fits your lifestyle.

Marcus Today Investment Strategists can help you understand your risk-tolerance levels; to translate and illustrate how risk can affect different strategies designed to achieve your objectives. Working through our unique Blueprint process, we want to ensure that your strategy is understood and suitable to you, your personal family goals.

Benefits

  • Tax-effective strategies to maximise your defined benefit scheme.
  • Maximising investment opportunities
  • Setting up a self-managed super fund
  • Protecting your family’s income and assets from the unexpected
  • Transition-to-retirement strategies
  • Assessing a potential redundancy
  • Transferring to the state public service or private sector
  • Passing your assets to your loved ones in the most tax effective manner.

FREE CONSULTATION REQUEST

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