Wealth Creation

Financial PlanningIn a world of volatile markets and a myriad of investment choices, investment advice is imperative for the optimization of any investor portfolio, 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 market is tough! Ferguson Martens & Associates 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 Ferguson Martens & Associates we bring to our clients, 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 advisers and administrators, 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.

Ferguson Martens & Associates offer clients expert advice in:

  • Wealth creation strategies
  • Saving for retirement
  • Transition to retirement strategies
  • Superannuation portfolios
  • Self Managed Superannuation Fund strategies
  • Personal Investment Portfolio construction
  • Appropriately constructed risk-profiled Managed Fund investment portfolios
  • Access to the best local and international fund managers
  • Diversified and tax-effective investment planning
  • Geared investment strategies
  • Regular review of investment portfolios
ferguson martens financial planners
  • Confused with your strategy?
  • How prepared are you financially?
  • What will today’s dollars buy you tomorrow?
  • Are you on track?
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