Marcus Today Financial Planning

   Over 20+ years experience empowering clients reach their financial goals

Good quality financial planning is the key to building and maintaining a secure financial future. MTIS are a team of senior strategy advisers and investment managers focused on you, with specialist practitioners who work to deliver the best solution that fits your lifestyle.
  • 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.


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