We’re committed to helping you reach your goals and make your dreams a reality.
While we all seek financial freedom and the flexibility to pursue our goals and objectives, the particulars will always be unique to you. Would you like to organise your finances so that you can comfortably afford that yearly vacation? Perhaps you're wondering about the best way to guarantee a sizable retirement fund. Of course, it may be an even longer-term priority such as a private school fund for your children.
Whatever you goals may be, you need a financial plan that is specifically tailored to you. Many larger corporations offer a number of set 'packages' that claim to target specific goals. However, with so many factors involved in each specific case, success of these pre-designed plans is far from guaranteed. Because we understand this, we'll spend time with you in relaxed, no-pressure sit-downs to discover together what exactly is it you're looking for in a financial plan and then craft a custom plan designed to fit your needs.
Many people believe they “just don’t make enough money” to achieve their financial goals. We're here to show you otherwise! At Mirador, our passion is to help you turn these goals and dreams into a reality regardless of income or previous challenges.
Through years of experience as Sydney’s top financial advisors, we’ve learned that the only way to successfully do this is to truly understand our clients - not just your finances, but also your day-to-day life. Unlike large corporate planners, we take the time to discover the path to your goals that will also allow you to live the life you want. As a sign of our dedication, we offer a free consultation to anyone interested in improving their financial life. Call us at (02) 8014 5889 or use our convenient online form to book a no-obligation appointment that fits your schedule!
Marcus and his team provide smart and effective financial strategies that are easily understood. Taking a holistic approach to wealth, they go above and beyond to understand the clients values, so that the strategies they recommend fits their clients' needs. I wouldn't hesitate to recommend them!
The best decision we have ever made is to speak to Marcus from Mirador Wealth - not only have we managed to pay off our debts but now saving for an investment property. We can’t thank you enough.
As a mum and a part time employee, I didn't think I needed any help. Marcus identified for me a high performing super fund with great protection for my child. He also set up a great cash investment account for future education costs.
By getting a clear picture of what you're working for and what is important to you, we can help put a roadmap in place for you and a plan to help you on the journey.