WealthMarc is a leading high-end wealth advisory firm. As our slogan suggests, we aim to empower financial independence and at the heart of our mission is to have our clients interests as our main focus. This focus influences all decisions we make; from the initial meeting to the final recommendations we make.

Our value proposition is founded on the following philosophies:

  • Focused: We focus on the client's individual circumstances and needs to develop a strong relationship which helps create a client-specific and tailored plan to fulfil their lifestyle and financial goals.

  • Committed: We are committed to forming partnerships with our clients based on trust and ensure the relationship is strong and enduring over the long haul. We are committed to being accessible and pro-active in our approach.

  • Insightful: We have access to teams of experts in various economic fields who provide their insights into global and national economic trends. We also have access to and can call on a panel of internal experts who can provide the latest and most up to date strategies to help boost our client's wealth.

  • Added Value: Our relationship with our clients goes beyond merely developing investment strategies; it involves working together with our clients to achieve lifestyle goals and will often mean being their confidante, counsellor, educator and/or coach, all of which are roles we embrace.

  • Professional: our team will work tirelessly and with the utmost professionalism to ensure our clients have peace of mind knowing all decisions are made with our client's best interest at heart.

Why do you need a financial planner?

There has never been a more important time to seek financial advice from an experienced and qualified planner in relation to their financial future. Today's financial markets are complex and ever-changing. When considering investing there are so many choices requiring access to independent research and specialised knowledge about investment strategies.

How will you benefit?

By working closely together, we provide you with:

  • Effective strategies to make you money and preserve your capital

  • A financial plan designed for you to help you achieve your financial goals

  • Learn about tax-effective investments and how they can work for you

  • Knowledgeable advice that balances investment risk and returns

  • Ongoing portfolio review and management to ensure you stay on the path to reach your financial goals

The diagram below illustrates the solid foundations that must first be in place before wealth accumulation can be planned. 

Understanding Financial Priorities

Financial Priorities.png

"Built On Solid Foundation, Any Structure Will Stand The Test Of Time"

Backed by a reputable financial institution

Our clients have the peace of mind in knowing we have the support of one Australia's largest and longest-standing wealth management institutions, AMP. With over 150 years of experience, our relationship with AMP gives us access to leading investment and market research and the latest financial planning strategies. We offer a range of products from dozens of reputable providers.All financial advisers must work under a financial services licence issued by the Australian Securities & Investment Commission (ASIC). We have chosen to operate under AMP's financial services licence (232706) so we can focus on doing what it is we do best – helping our clients!