Wealth Creation and Maintenance

In a world of volatile markets and a myriad of investment choices, financial advice is imperative for the optimisation of any investor portfolio, the production of retirement income and the preservation of wealth or future estate value. 

Everyone is talking now about the huge shortfall many retirees are facing when planning for superannuation-funded retirement. The markets can be tough! Martens Wealth Management work hard to help you bridge the gap between expected lifestyle and retirement income. 

Looking to increase your net worth before retirement? Great! We have strategies and tools to help you maximise wealth creation and help you achieve lifestyle goals before you actually retire. 

At Martens Wealth Management, we bring to you, the collective skills and experience of leaders in the field of financial and investment planning. Our office is driven by a team of professionally qualified personnel, all with a single goal – to ensure that you are receiving professional advice and are offered the opportunity to make your investments work as hard as they can. 

 
 
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Martens Wealth Management offer clients expert advice in:

We specialise in these areas of advice

  • Diversified and tax-effective investment planning

  • Investment strategies (strategic asset allocation) 

  • Superannuation strategies and retirement planning

  • Ongoing advice and services, including regular portfolio reviews

We specialise in providing the following products and services

  • Superannuation, including retirement savings accounts

  • Retirement income streams, including pensions and annuities

  • Managed investments, including exchange traded funds

  • Investor directed portfolio services (for example, administration platforms)

  • Self-managed superannuation funds (SMSF), excluding borrowing within the fund