X

About Us

Located a 30 minute drive from the Sydney CBD, Markson Financial Planning is a specialist practice that works closely with retail investors.
Mark Lewin is the principal financial planner and the Markson team is supported by a client service manager, administrator and office manager. Our focus is to grow the client, rather than the business, meaning we have the critical mass to service our client, without losing the personal touch.
Our approach to financial planning extends beyond just managing your investments. By taking the time to understand you, we are there to offer guidance and direction on all areas that you may need support.

If you require assistance on an area that falls beyond our expertise, we have a number of trusted partners with whom we deal personally with and would be able to assist you on most matters that arise. This includes legal professionals to establish trusts and wills and accountant professionals to deal with specialised tax issues.

At Markson we enjoy working with a variety of clients, from those who are nearing retirement, to those who are in the early stages of planning. We are proud to say that many of our clients have been referred to us by friends and family and that we have been able to build a unique community amongst our group.

Find out how Markson Financial Planning can help you build wealth and achieve your desired financial future, talk to us today – (02) 8007 6244.
Book a consultation