WealthMarc’s Investment Philosophy

To provide our clients with above market returns over time whilst effectively minimising downside exposure through the vigilant construction of investment portfolios that best meet our client’s investment goals.

WealthMarc is passionate about educating our clients on exactly what superannuation is and making sure you start to think about your super as the fundamental pillar to your retirement planning. The sooner you embrace this mindset the greater control you will have of your portfolio.

Our extensive financial market knowledge empowers us to provide you with advanced portfolio management which focuses on providing our clients with superior returns with reduced volatility throughout the various market cycles.

Did you know superannuation is simply a low taxed environment? There are a lot of common misconceptions people have on what super is and isn’t. We will provide you with an easy to understand explanation on what super is and how you can have full control and transparency on where you money is invested.

We help clients with employer super plans right through to advanced Self Managed Super Fund (SMSF) setup and ongoing reviews.

Contact WealthMarc today on (02) 9880 8942 or email info@wealthmac.com.au to take the first step in being in control of your super and forming a long term relationship with the investment professionals.