Wealth products

A suite of products to build, manage and preserve your wealth

As a Markiewicz & Co. private client, you benefit from an individual and comprehensive wealth management strategy that has been specifically developed to help you build, manage and preserve your wealth. Importantly, the strategy is based on a clear understanding of your current financial circumstances, life stage, and family (or family and business) structure. It also takes into consideration your personal values as well as your attitude to risk.

In addition to our wide-ranging investment services and the benefits of our sound knowledge and research resources, you also have access to our suite of wealth management products. These include:

• Self-managed superannuation funds
• Discretionary trusts
• Personal risk insurances
• Wealth investment products

Do you need help building wealth?

At Markiewicz & Co. we assist our clients to build, manage and preserve their wealth. To find out about our suite of wealth products call us on 1300 276 112 or send an email.