HOW WE CAN HELP YOU
Our Services
Our Approach
Explore our interactive process wheel below
Our Approach
Good quality financial planning is the key to building and maintaining a secure financial future.
At the initial meeting, we take the time to get to know you and ascertain what is of utmost importance to you.
We analyse your current situation and identify your goals.
We uncover any structural or financial impediments that prevent you from achieving your goals.
Your tolerance to investment risk will be discussed and assessed in preparation for making recommendations.
Following your first consultation, we will provide you with meeting notes, summarising our discussion and confirming your details.
We prepare a Letter of Engagement that details our fee for our services. Upon your acceptance, we start collating information and construct your strategy and portfolio Statement of Advice.
Many clients may have an existing portfolio of securities. Your portfolio will be reviewed to ensure sector and stock weightings are appropriate to your goals and objectives.
Subsequently, we will make recommendations for adjustments and construct a tailored portfolio to meet your needs.
We will meet with you again to present the Statement of Advice and our recommendations. We will prepare an Ongoing Services Agreement that will outline what we will offer you on an annual basis.
Once you accept this agreement, our team will work to implement our advice, and work with you to help to set in place our strategy recommendations.
Our investment team will execute investment transactions and keep you informed as we progress, before confirming with you when implementation has been finalised.
Every quarter, we will provide you with a Portfolio Snapshot of your portfolio valuation, performance and asset class breakdown.
Every year on the anniversary of your agreement, we will invite you for your annual review meeting where the recommended strategy and portfolio will be reviewed and presented to you.
During the year, however, our Investment Team are always looking out for opportunities in the share market to help grow your investments.
WHO WE ARE
About us in Short
Investment Strategists was initially established in 1997 in Melbourne.
In 2015 Investment Strategists and Marcus Today established an Australian Financial Services License “AFSL” MTIS Private Wealth.
MTIS Private Wealth is now one of Australia’s leading privately owned financial dealer groups.
MTIS Wealth Management “MTIS” financial planning and investment advisory practice is a Corporate Representative of MTIS Private Wealth, specialising in building intergenerational wealth for our clients through Self-Managed Super Funds (SMSF), Family integrated structures, strategic advice and technical excellence.
Servicing clients with a robust team of 24, across four specialties.
Our Team of Professionals
A team of senior strategy advisers and investment managers, focussed on you.
Latest News
What our clients say
After becoming a little disillusioned with our previous Financial Advisors, my husband and I made the bold move (for us) to MTIS nearly five years ago and were so fortunate to team up with Anna and the MTIS family. The transfer of our Family Trust and Superannuation Fund records was seamless. Anna is a delight to deal with, as are Pauline, Marcus and their staff. Passion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Advisor and Anna has this and more. She puts a huge amount of effort into client relations to the point of us feeling very much part of the family. The expertise of MTIS and their attention to detail with which they have handled our financial affairs cannot be faulted. Particularly reassuring to us is the feeling of certainty in the absolute integrity of their dealing with us. I would also like to mention Alex, who also provides us with outstanding support and service regarding our investments and is always only ever a phone call or quickly returned email away, which we really appreciate. Nothing is ever too much trouble for him. Anna and the team have every aspect of our Family Trust, Superannuation and Investment needs covered and we would have no hesitation in recommending their services.
Ian & Paula
Anna has been my Financial Advisor since 2008. I am delighted to recommend both her personally & MTIS for all the services & back office functions they provide, to comply with the myriad statutory requirements of the Super system. Anna approaches her role with enthusiasm, humour & above all, expertise in the complex area of Financial Advice; Anna is always thinking ahead & takes account of the big picture. This allows me to concentrate on the overview of my Portfolio & to travel with peace of mind. The technology & reporting systems enable me to look at all the detail wherever I am in the World. I trust Anna implicitly & have no hesitation in recommending her.
Maurice
Thank you so much for the time you spent with us yesterday, and for the lovely lunch. It was great to spend time with you and to see you looking so well, Heather and I are so pleased with the way you have managed our finances over the past 22 years, we have always felt confident with your decisions. David is also an asset to you, he is very confidence and always a pleasure to deal with.
Carl & Heather
I feel really fortunate to have you and all your able team helping me in such an important part of my life. It makes such a difference that I enjoy your company so much and all my interactions with you and David.
Fiona
I have been fortunate enough to be a client with Marcus Today Investment Strategists for the past 6 years. Pauline and the team (in particular Shaun) have supported, guided and provided very sound financial recommendations, ensuing that I am maximising my investments and superannuation in line with my profile, goals and risk management strategy. Our twice yearly meetings allow me to fully understand my investment strategy and growth of my assets. I trust the team completely. I feel very comfortable that our long term planning is kept on track. This peace of mind is invaluable. MTIS staff are knowledgeable, professional, reliable and understanding. I could not speak more highly of them – working with MTIS is the best financial decision I have made.
