Financial Planning and Wealth Management
Financial advice with a broader perspective
Helping you make clearer decisions about wealth, protection and the future
Strategic advice. Practical guidance. A long-term view.
Good financial planning is about more than suggesting products. It is about making informed decisions, creating flexibility and putting the right foundations in place for the future.
Whether you are putting the right protections in place, planning ahead for your family or thinking more strategically about long-term wealth, we help connect you with advice that is practical, considered and aligned to your goals.
Explore our Financial Planning and Wealth Management Services below
Foundational Advice
Protecting and building a stronger financial base
Good advice often starts with the fundamentals. That means understanding where you are today, what matters most to you, and what should be in place to protect and support your future plans. This may include: • life insurance • income protection • superannuation • retirement planning • estate planning • business succession planning • cash flow and debt strategy
Family and long-term wealth planning
Across generations, advice to help you plan with more clarity and confidence, across generations
As life becomes more complex, financial decisions often become more connected. Family responsibilities, property, business interests, tax considerations and future goals can all shape the advice you need. We help clients take a broader and more considered view of their financial position, with advice designed to support better structure, clearer choices and long-term flexibility.
Private Wealth and Family Office Support
For those with larger, more complex financial needs
Some clients require more strategic support across areas such as wealth structuring, intergenerational planning, business interests and high-value assets. Where needed, Marl can connect clients with more tailored advice and support designed for complex personal, family or business circumstances through its authorised advice arrangement.
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Important information
Financial planning services referred to on this page are provided by [Full Licensee / Wealth Company Name]
ABN: [insert]
AFSL: [insert]
Address / contact details: [insert]
Personal Advice
Marl Wealth Pty Ltd
ABN 11696250754
Address: 113 Whitehorse Road, Deepdene VIC 3103
Contact: Wealth@marl.com.au
General Advice
Marl Protection Pty Ltd
ABN 98696250745
Address: 113 Whitehorse Road, Deepdene VIC 3103
Contact: Protection@marl.com.au
[Adviser Name] is an Authorised Representative / Provisional Financial Adviser / Associate Adviser of [Licensee Name] under Authorised Representative No. [insert].
Marl is not the holder of an Australian Financial Services Licence. Marl may also offer other finance, property and business services that sit outside the AFSL arrangement referred to on this page.
The information on this page is general information only and does not take into account your objectives, financial situation or needs. Before acting on any information, you should consider whether it is appropriate for your circumstances and obtain the relevant disclosure documents where required.
Turning Strategic Financial Planning into Action
Financial advice is often more valuable when it is considered alongside the rest of your financial life.
At Marl, we understand that lending, property, business interests and long-term planning are often closely connected. That is why we work to bring the right people together and support a more joined-up approach, while ensuring financial planning advice is provided through the appropriate authorised advice relationship.
Through this arrangement, clients can access advice across financial planning, investment banking and family office environments. The approach is strategy-led rather than product-led, with a focus on helping clients make better decisions across cash flow, lifestyle, tax planning, debt and long-term wealth strategy.
Talk to us today about strategic financial planning and private wealth advisory.
