Who We Are
Mirador Wealth’s financial experts will custom-design your wealth management plan by focussing on the following.
Marcus Roberts
Financial Advisor (Authorised Representative #438027)
“We are proud to say that Mirador Wealth Management is privately owned and not partnered with any bank, financial institution or product manufacturer. We are one of a few non-bank financial advisors in Sydney, which means that we work only for our clients, rather than sales KPI’s.
We truly believe that a great financial advisor will put your interests first and foremost. We don’t recommend advice that is cookie-cutter in its approach, nor advice that is based on the latest fads. What that means is that you won’t see us recommending anything that we wouldn’t do with our own assets.”
Mirador Wealth Management is a Sydney based financial planning and advisory business.
We are passionate about helping you achieve your goals, no matter how big or small they may be.
We provide lifestyle and value based financial planning, which means that you get advice that is tailored and specific to you.
Regardless of where you are on life’s journey, we will partner closely with you to build a tailored and easy to understand financial roadmap designed to help you reach your goals.
Things we have assisted other clients with in the past include:
- Saving for a first home;
- Building an education fund for private school fees;
- Navigating redundancy payments;
- Setting up self managed superannuation funds;
- Planning for retirement;
- Minimizing tax (legally);
- Setting a proper cashflow budget and holding our clients to it;
- Growing passive income to assist with a quicker exit from the work force;
- Building a travel fund;
- Financially protecting families;
- Maximising Centrelink entitlements;
- Providing comfort around what the years ahead look like.
“Our mission is to be a financial advisor you can trust and can turn to for advice and financial education.”
We strongly believe in the need for providing transparent and consistent financial advice that has a personal approach.
We put our clients at the centre of everything we do. Most importantly, we offer strategic advice that is about you and what you want out of life. At the heart of what we do, we partner with our clients and provide education, coaching and a framework for you to meet your financial and lifestyle goals.
Our values are simple:
- Deliver clear advice that you can understand, both how and why it helps you;
- Start by understanding why money is important to you.
- What is it that motivates you?;
- Full transparency; And
- Provide value to you in every interaction.
We are also proud members of the Association of Financial Advisers, in recognition of the professional commitment we have with our clients.
