Wealth Management & Financial Advice
Independent, considered advice to grow, protect and ultimately transfer the wealth you have built.
Good financial advice starts with understanding the person, not the product. We take the time to learn about your goals, your family, your business and how you feel about risk, then design a strategy that reflects all of it.
Because our advisers work both domestically and internationally, we can offer a broader perspective than many firms, including access to innovative energy and resource investments for clients who want to diversify. Throughout, our advice is independent and explained in language that makes sense.
What's included
Goals and situation review
A full picture of where you are today and where you want to be.
Investment strategy
A diversified approach matched to your goals and comfort with risk.
Wealth protection
Planning to safeguard your assets and your family's future.
Diversification options
Including energy, resources and international opportunities where suitable.
Business owner advice
Support managing business and personal wealth together.
Ongoing reviews
Scheduled check-ins to keep your plan on track as life changes.
Who it's for
- ✓Individuals and families planning for the future
- ✓Business owners managing growing personal and company assets
- ✓Professionals approaching retirement
- ✓Investors interested in energy, resource and international markets
How we work with you
- 1
Get to know you
A relaxed first meeting about your goals, timeline and priorities.
- 2
Analyse
We review your current position, assets and opportunities.
- 3
Recommend
We present a clear written strategy and talk it through with you.
- 4
Implement
We help put the plan into action, step by step.
- 5
Review together
We meet regularly to adjust as markets and your life evolve.
Why Markscorp
- ◆Independent, third-party advice
- ◆A team spanning Australia and international markets
- ◆Plain-language explanations with no jargon
Common questions
Is the first meeting free?+
Our first conversation is about understanding your needs and is offered without obligation.
Do I need a lot of money to get advice?+
No. We work with people at different stages and will be upfront about whether our service is the right fit.
How often will we meet?+
Most clients meet with us at least once a year, with more frequent contact when needed.
Let's talk about your goals
A friendly, no-obligation chat with our team.