MARCUS TODAY INVESTMENT STRATEGISTS Pty Ltd (ABN 66 603 432 604) and INVESTMENT STRATEGISTS Pty Ltd (ABN 51 079 970 960) are authorised representatives of MTIS Private Wealth Pty Ltd, Australian Financial Services License No. 473383.
MARCUS TODAY INVESTMENT STRATEGISTS Pty Ltd and INVESTMENT STRATEGISTS Pty Ltd are interrelated business. We are a privately owned financial advisory firm, focussing on building our client’s inter-generational wealth through the use of active investment management, efficient tax and investment structures, strategic advice and technical expertise.
Specialising in Self-Managed Super Funds (SMSFs) and Family Office advice, we offer a comprehensive advisory service for High Net Worth clients with a focus on wealth management, retirement advice, estate planning, wealth protection, social security and aged care. You can contact us at firstname.lastname@example.org.
General Advice Disclaimer
Unless otherwise stated, our website is not designed to provide you with personal financial or investment advice. All the information on this website and contained in our published articles, does not take into consideration any of your personal financial situation, investment needs or objectives, or your tolerance to investment risk. You should seek personal financial advice from one of our in-house financial advisers who will be able to assess your current situation and provide you with personalised and tailored advice that is suitable to your needs and objectives. You should consider this before making an informed decision on whether you agree to undertake the advice provided to you.
Please consult the product disclosure statement (PDS) or other offer document for the securities and financial products we discuss with you before buying or making any decision about whether to acquire a security or product mentioned. You should invest only an amount that you can afford to lose.
All opinions expressed in our published articles represent the Marcus Today Investment Strategist’s team’s opinions and/or the Marcus Today newsletter’s opinions as at the date of publication and may change without notice. The Marcus Today Investment Strategist’s published articles are for information purposes only and is not intended as an offer or solicitation with respect to the sale or purchase of any security or financial product.
None of Marcus Today Investment Strategist Pty Ltd, its employees, directors or associates guarantee the performance of a security or financial product that is recommended. Investments are subject to possible risks, including loss of invested capital due to market downturn, delays in repayment and loss of income.
MTIS Private Wealth Pty Ltd is the licensee of the Marcus Today newsletter and may receive brokerage or commission in connection with a recommendation or a dealing in financial products as a result of a recommendation. MTIS Private Wealth Pty Ltd and/or its associates may also have some other pecuniary interest or other interest in making the recommendation. Particulars of brokerage or commission and any other interests will be disclosed when the addressee seeks the personal advice of MTIS Private Wealth Pty Ltd.
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This website complies with appropriate Australia legislation and unless otherwise specified, is directed solely at those who access this site from the Australia. Marcus Today Investment Strategist Pty Ltd does not make any representation that any product or service referred to in the materials on this website are appropriate for use, or available, in other locations.
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