Helping Clients Retire with Confidence and Precision. 

Marsden Wealth Advisers specialises in retirement planning and investment advice for wealthy retirees and high income earners over 55.

Make the best decisions to optimise all aspects of your wealth and retirement planning.

We are committed to helping clients achieve their financial goals and retire in comfort.  We support our clients and their families with the education, guidance and advice they need to stay on track with their financial plan.  Throughout your financial journey, we’ll help you navigate life’s complex financial decisions – whether they relate to retirement planning, tax and investment management, family wealth strategies or any other financial matter – all with your financial goals in mind.

We are your ideal advice partners if financial success for you means:

  • having the money you want to enjoy your life fully in the lead up to and through retirement

  • clearly understanding how much capital you require in retirement to support your lifestyle so that you know when you can retire or begin transitioning to retirement

  • efficiently deploying your income and capital to minimise tax and obtain good returns in each investment category that you invest in

  • collaborating on family financial planning to reduce taxes and protect wealth

  • having a well thought-out and deliverable plan for how family wealth will ultimately be handed on.

OUR MISSION

Marsden Wealth Advisers - keeping successful people on the right track

Wealth modelling

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Tax planning

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Superannuation planning

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Investment advice

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Wealth modelling · Tax planning · Superannuation planning · Investment advice ·

enquiry@marsdenwealth.com.au
Sydney: (02) 9037 0750
Brisbane: (07) 2104 1153
Mobile: 0410 488 555

Level 20, Darling Park Tower 2
201 Sussex Street
SYDNEY NSW 2000

Level 38, Riparian Plaza
71 Eagle Street
BRISBANE QLD 4000