We provide custom

Financial advice and services

Marketmasters is a financial consulting and advisory firm. We provide custom financial advice and services to your various needs. We are here to ensure you enjoy the best experience with your every financial decision.

What We Do

We understand the need to enjoy the present while still catering to your future needs. As such, we provide financial advice and consulting services that enable you to take control of your current and future finances.

Our approach is both holistic and comprehensive. We prioritise your needs and objectives. Thanks to our vast experience, we guarantee excellent service delivery.

Our core services include:

Business Advisory

Every business needs to make the right financial decision to remain sustainable. And that’s where we at Marketmasters come in.

Self-Managed Super Funds

Preparing for post requirement is a great idea, but it requires considerable technical knowledge. And this is thanks to the various administrative

Financial Planning

Enjoying present the while safeguarding the future requires a full and detailed financial plan. And that’s where we come in. At Marketmasters,

Yacht Finance

Acquiring a yacht either for recreational or business use requires some form of financial commitment. And that's where our team at Marketmasters

Mortgage Broking

Getting that property of your dream requires you to make the right financial decision. And that's where our team at Marketmasters comes in.

Insurance

Safeguarding assets from unforeseen circumstances is a must-do for financial safety. However, it can be quite complicated thanks to the various insurance

Business Equipment Finance

Getting the right equipment is crucial if your business is to survive and make a profit. However, funding an outright purchase can be quite challenging due

Who We Work For?

Our clientele includes private individuals, families, and businesses who want to make the best financial decision. We partner with entities who require experts to guide them when making a financial decision.

If you are looking for a coherent, top-notch, practical, and adequate financial strategy to achieve your goals, then we are the one for you.

How We Do It

We understand that beauty lies in the details. As such, we offer a sophisticated and custom financial plan for your every need.

To achieve this, we follow through various steps.

Introduction

Usually, our first contact with you comes thanks to you. We get to get acquainted either via a call or chat. We then provide a summary of our strategy and why you should meet us. We’ll then set up the initial meeting, so we get to know you better.

Getting to Understand You and Your Needs

Understanding you and your financial needs is our priority. As such, we send over a questionnaire before our initial meet so we can know you and prepare thoroughly. We’ll then schedule various meetups to ensure we’re fully informed.

Fee Proposal

Financial planning is all about reducing economic uncertainties, so we ensure we’re not the cause of the surprise. We charge for our expert advice, so you’re assured of our impartiality. However, we’ll ensure you’re well aware of all you’re getting into financially before work begins.

Initial Strategy Discussion

At this stage, we present our strategies to help you achieve and realise your financial goals and needs. We’ll provide various options and clarify how each decision will affect your future. We’ll deliver insights that are specific to your financial situation.

Modelling

We’ll utilise the information garnered so far to present economic models for your review. They’ll include your possible options and what each option would mean for your future. We’ll also try as much as possible to estimate uncertainties.

Formal Recommendation

We’ll make available our formal recommendation for your perusal. We ensure it is simplified so you can easily understand what we intend to do for you. Where needed, we can always clarify our recommendation.

Completion of paperwork

We’ll prepare all the financial documents needed to execute your financial choices.

Implementation management

We’ll implement your financial and strategic choices for you. We liaison with the best service providers and financial institutions to bring your dreams to reality. Although we do the heavy lifting, we involve you all through the process.

Continuous support

Once we implement the plan, we don’t just disappear or stop there. We also ride the wave along with you. We’ll keep partnering with you so we can also refine the plan for new development, either personal or industry-related.

About Us

We are a privately owned organisation that offers financial advisory and consultations. At the core of our relationship with you are four paramount considerations.

Independence and Objectivity

We operate independently of banks and financial institutions. As such, our recommendations are free of bias and solely for your benefits.

Comfort and Convenience

Our goal is to ensure that financial planning is done with ease and at your comfort. As such, we offer our services in whatever manner that best makes you at ease.

Clarity

Our goal is to ensure you are confident of every financial decision you make. As such, we provide you with information in a clear, concise, and understandable manner until you are positive and convinced of your choice.

Custom Solutions

We recognise that there is no one size fits all when it comes to financial planning. As such, we provide custom solutions to your financial situation. We take our time to fully understand you regardless of whether you are an individual, family, or business.

Locations

Currently, you can reach us physically in

  • Sydney, New South Wales