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Our Approach
Financial planning is like a game of chess. To be successful, you need to look beyond the next move.
At Markson, we are not interested in speculation, second-guessing the market, or chasing quick returns. Instead, we utilise a very measured and research-based methodology that looks at where you are now, and where you want to be in the future, taking into account your life stage, financial circumstances and future goals. With this understanding in mind, we work in a trusted and collaborative partnership with you to develop, implement and constantly evaluate a financial plan that is focussed on growing, protecting and managing your wealth.

Our complete suite of services

We offer a full range of financial planning and wealth management services that can be broadly categorised as follows:

Financial Planning

Financial Planning

Like every other life goal, planning is the key to maximising your financial future.
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Estate Planning

Estate Planning

There is a certain peace of mind in knowing that what you have built during this life, can ensure security for generations to come.
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Superannuation planning

Superannuation

How well do you want to live in retirement, and for how long will your savings last?

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Risk Protection

Risk Protection

You may not be able to avoid an accident, debilitating illness or job loss, but you can protect yourself from the financial consequences of such events.

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The assurance of experience

With more than 20 years of financial planning experience, you can be confident that your investment nest egg is in safe hands at Markson. Just as importantly, while we offer the skills and expertise to assist you achieve your financial objectives, we will also help you create a succession plan so that your endeavour and foresight today, provides a valuable legacy for future generations.

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Who We work with

Our years of experience have shown that truly effective financial planning is a process that requires ongoing assessment and reassessment, to ensure that the goals and outcomes we are pursuing continue to reflect your personal circumstances. While nothing we do is generic, our clients’ needs can be broadly categorised as falling within the following life stages:

Families Financial Planning

Families

Financial planning for families doesn’t just encompass hopes and dreams for the future, but also requires the flexibility to deal with sudden changes or take into account life’s unexpected challenges.
Professionals Financial Planning

Professionals

The complex financial affairs of self-employed professionals, corporate executives and entrepreneurs, calls for the confidential and objective financial advice of a firm that is committed to growing wealth, rather than selling products.
Pre-retirees Financial Planning

Pre-retirees

Prudent financial advice and actions in the years immediately prior to retirement can help you boost your superannuation, reduce your taxes or even allow you to work part-time while supplementing your income with payments from your super.
Retirees Financial Planning

Retirees

While throughout your working life you’ve aimed at building financial security for retirement, you need to ensure the money you’ve saved continues to work for you; your estate planning is up-to-date; and your aged care needs are fully planned.
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