Marcus Today Investment Strategists strive to enable our clients to enjoy life, build wealth and surpass their goals and to leave an intergenerational legacy
Marcus Today Investment Strategists Pty Ltd
Our practice is one of Australia’s leading privately owned financial advisory group dedicated to empowering clients and their families to build intergenerational wealth through Self-Managed Super Funds (SMSF) Family integrated structures, strategic advice and technical excellence.
Investment Strategists specialises in Self-Managed Super Funds and Family Office Advice, a comprehensive advisory service for High Net Worth Clients. This strategic service takes into account clients individual values and aspirations, embraces their unique family circumstances and deals with the full spectrum of wealth management issues, including family governance, intergenerational wealth transfer, investment mandates and philanthropic activities.
Investment Strategists Accounting Services offer a fully integrated Accounting and Taxation solution to ensure you have peace of mind that your accounting affairs are in the hands of a professional whom you have confidence in.
Why Choose Marcus Today Investment Strategists?
We view our relationship with our clients as a life partnership, coaching and guiding clients and their family towards attaining their goals. Through our ongoing strategic review program, our team of professionals work together with our clients to implement their personalised blueprints, revising strategies for changes to legal, tax, super or personal circumstances to ensure our clients and their families remain on track for achieving their goals.
Our practice is at the forefront of a specialist’s capability within Financial Services.We provide our clients with the highest level of personalised tailored advice and service. We apply our specialist’s technical knowledge to evaluation legislation, access the range of alternatives and develop unique wealth management strategies for our clients and their family by utilising the following framework:
Quality Advice Framework
We apply our specialist technical knowledge to evaluate legislation, assess the range of alternatives and develop unique wealth management strategies for our clients. We specialise in the provision of quality strategic advice in the areas of self-managed super funds, family office structures, wealth accumulation planning, retirement planning, investment and portfolio construction and management, investment strategies, risk management insurance, aged care strategies, finance and wealth creation. Investment Strategists is at the forefront of a specialist capability within financial planning.
Quality Service Framework
We believe that quality advice should be supported by quality service. We stand behind this belief by establishing a Service Level Agreement with each of our clients. Because the personal circumstances, lifestyle and financial goals of each of our clients differ, our service standards are tailored to the specific requirements of each individual. Our clients measure our performance against these benchmark standards each year.
Specialists SMSF Advice
We are recognised by our industry peers and our clients as leaders in the provision of SMSF advice to professional people, high net worth individuals, family and small businesses and corporations. We have fulfilled all requirements of the Self-Managed Super Fund Professionals Association of Australia (SPAA) Specialists Accreditation and designated as a SMSF Specialists Adviser (SAA). We provide our clients with a seamless solution to the operational requirements of SMSF implementation and ongoing management
Fully Integrated Accounting & Taxation Solutions
As Certified Practicing Accountants and Registered Tax Agents, we offer a full range of accounting and taxation services. We work with a fully integrated SMSF compliance solution to provide an end-to-end service to our clients which includes the establishment of an SMSF; administration; reporting and lodgement of the SMSF tax return eliminating the need for third-party software integration.
Our Specialists Capabilities
Specialists Accreditation – Self Managed Super Fund Specialist Adviser (SAA)
As a founding and “Specialists Member” of the SMSF Professionals Association of Australia (SPAA), Pauline Hammer, Anna Garuccio and Amanda Brain are distinguished as reputable specialists SMSF Advisors within the financial services industry. Our Advisers have achieved the highest possible level of education and experience required by the SPAA Accreditation Council for admission as a Specialists Member of SPAA.
ASX Accredited Listed Product Adviser – FINSIA
As an “Australian Stock Exchange (ASX) Accredited Listed Product Adviser”, our Advisers are authorised to provide advice on listed shares and securities on the Australian Stock Exchange based on recommendations from independent research.