Markiewicz

At Markiewicz & Co., we are a leading Australian investment management and financial advisory firm dedicated to delivering exceptional wealth management solutions to our clients. Our experienced advisors specialize in developing tailored wealth management strategies that cater to the unique financial objectives of our clients.

Our Wealth Management Approach

Our wealth management approach is forward-thinking and based on building long-term, sustainable client relationships built on trust. We understand that every client has distinct financial goals and aspirations, and we take the time to understand their needs and develop a personalized wealth management plan that aligns with their objectives.

Our Services

We offer a comprehensive range of services designed to meet the diverse needs of our clients. Our wealth management services include wealth overview and financial planning, building wealth, retirement planning, estate and succession planning, planning for a change of residence, structures for wealth management, and philanthropy.

Our investment services enable clients to support their own investment decision-making with either a full-service Investment Advisory Mandate or a Tailored Investment Mandate. We also offer a Discretionary Mandate service, where our experienced investment advisors monitor your holdings and make investment decisions on your behalf, based on a jointly defined investment strategy.

Our portfolio administration service provides comprehensive wealth management services to private clients, incorporating investment advice, trade execution, and access to research, enabling our clients to make informed investment decisions.

Research and Insights

Our research team conducts ongoing research to identify emerging trends and assess their future impacts. Our analysts develop region- and sector-specific strategies based on our unique and insightful investment viewpoint. We supplement our internal research resources with the insights and findings of leading external research providers.

Corporate Advisory

Our corporate team offers access to deep expertise in developing specialized investment opportunities across all asset classes and industry sectors. We assist clients with IPOs and capital raisings, and eligible clients may be invited to take part in high-level investor programs, offering access to an even wider range of investment options.

Why Markiewicz & Co.?

At Markiewicz & Co., our aim is to earn the trust of our clients through providing sound guidance, innovative thinking, and perceptive market insights. We are committed to delivering exceptional service, expertise, and results, and we look forward to the opportunity to work with you.