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Income Strategies
The Markiewicz & Co Income Strategy has been developed over many years, with the specific aim of producing a consistent monthly income. It combines trading shares with trading in options, and has been successfully tested in some of the world’s most challenging market conditions.
Read MoreEstate planning
At Markiewicz & Co. we work with our clients to ensure that the wealth they create today continues to be protected and managed from one generation to the next.
Read MoreRelocation planning
Today’s workforce is increasingly mobile and global. Many Australian professionals will at some stage of their career either further their professional development by relocating to another country, or be offered the opportunity of an expatriate assignment.
Read MoreManagement of structures
Many business owners are constantly faced with a myriad of different challenges associated with family and business, while at the same time needing to manage a wide variety of complex assets and liabilities.
Read MorePhilanthropy
Many Markiewicz & Co. clients choose to direct a portion of their wealth toward philanthropic causes, ranging from social welfare and scientific organisations through to cultural, artistic and community groups. Some choose to leave a bequest to one or more charities in their Will, while others choose more direct involvement with an organisation during their lifetime. Similarly, there are those who prefer to support an organisation anonymously, and those who wish their involvement to be publicly visible.
Read MoreInvestment services
Markiewicz & Co. private clients have access to a full suite of investment services to help them achieve their personal, family and business financial objectives.
Read MoreResearch
Markiewicz & Co. is committed to achieving excellence in investment results for our private clients. This can only be accomplished through a critical examination of rigorous research to identify the best investment opportunities.
Read MoreCareers
Markiewicz & Co. provides a unique career opportunity for talented individuals who share our passion to achieve excellence in investment results.
Read MoreInvestment advisory
Our Investment Advisory service provides Markiewicz & Co. private clients with access to the in-depth, high quality advice of our financial and investment specialists, as well as our research and analytical resources. Each investment portfolio is regularly monitored to minimise risk and to ensure that it continues to be aligned with its key financial objectives.
Read MoreNexTrend
With much of today’s investment landscape characterised by unprecedented volatility, and many investors forced to navigate unfamiliar waters, Markiewicz & Co. has developed the Nextrend research to help us identify tomorrow’s areas of growth and prosperity. It also enables us to build long-term investment strategies for our clients that take into account the consequences of rapid and ongoing changes to prosperity, the planet and people.
Read MoreFinancial advice
Markiewicz & Co.’s highly qualified advisers possess the specialist skills and knowledge required to develop and implement a comprehensive plan that will help you grow and protect your financial future.
Read MoreFree initial consultation
Markiewicz & Co. can help you grow your wealth, build a secure financial future, or plan for an early retirement. The best way to discover how we can help you achieve such goals is by booking a free initial consultation with a Markiewicz & Co. adviser.
Read MoreAbout us
Markiewicz & Co. is one of Australia’s leading full service investment management and financial advisory firms. Our experienced advisers specialise in developing tailored wealth management solutions and individual investment strategies that are focussed on achieving each client’s financial objectives.
Read MoreWealth strategies
Markiewicz & Co. is committed to providing you with customised wealth management solutions and innovative investment strategies that will assist you grow and protect wealth.
Read MoreManaging cash flow
Whether you derive your income from a salary, business, shares, trust fund or even pension, realistic budgeting and prudent cash flow management are fundamental components of building future wealth.
Read MoreWealth products
As a Markiewicz & Co. private client, you benefit from an individual and comprehensive wealth management strategy that has been specifically developed to help you build, manage and preserve your wealth. Importantly, the strategy is based on a clear understanding of your current financial circumstances, life stage, and family (or family and business) structure. It also takes into consideration your personal values as well as your attitude to risk.
Read MoreWealth management
At Markiewicz & Co., our individual wealth planning strategies are just that: Individual. When you become one of our clients we start the process of talking and listening. And that process continues for however long you entrust us to grow and preserve your wealth.
Read MoreLatest offers
Whether you’d like to develop a financial plan; set up your own self-managed super fund; or have a professional adviser review your investment portfolio, the following limited offers make it easy to access the professional services and expertise of Markiewicz & Co.
Read MoreBuilding wealth
The Markiewicz & Co. approach to building wealth and financial security is based on looking ahead and understanding how the world is changing, rather than looking back and being content with what has worked in the past.
Read MoreRetirement planning
With an ageing population and increased life expectancy, Australians are set to experience more years in retirement than ever before. While compulsory and voluntary superannuation contributions have been designed by government to provide some level of future financial support, they may not on their own provide the income you need to enjoy the lifestyle you desire in retirement.
Read MoreRisk planning
If your investment and wealth creation strategy relies on your ability to earn an income, your and your family’s future financial security could be severely jeopardised if you suffered an accident or illness – or died prematurely.
Read MoreMarkiewicz & Co. Capital Partners
Markiewicz & Co. Capital Partners provides private equity investment to promising new companies at start-up phase, leveraging the favourable risk to reward dynamics that exist for early-stage investment.
Read MoreInstitutional services
Markiewicz & Co. Institutional Services provides a range of specialised investment and advisory services for corporations, not-for-profit organisations, governmental authorities and other institutional clients.
Read MoreSales and trading
The Markiewicz & Co. knowledge-driven sales and trading desk provides institutions with outstanding liquidity and trade execution. Backed by dynamic research support and state-of-the-art trading capabilities, we offer access to a broad array of investment vehicles and execute trades across a diverse range of asset classes. These include private equities, pre initial public offerings, initial public offerings, secondary offerings and equity linked structures.
Read MoreCorporate advisory
Markiewicz & Co. provides corporate advisory solutions across a wide range of industry sectors. We are committed to providing first class corporate and financial advice, and to implementing innovative solutions and pro-active strategies that will deliver the best outcomes for our clients.
Read MoreInvestment strategy
The Markiewicz & Co. Capital Partners investment strategy is based on leveraging the favourable risk to reward dynamics that exist for early-stage investment.
Read MoreIncome Strategy
The Markiewicz & Co. Income Strategy has been developed over many years, with the specific aim of producing a consistent monthly income. It combines trading shares with trading in options, and has been successfully tested in some of the world’s most challenging market conditions.
Read MoreSMSF
Superannuation is a vitally important savings and investment vehicle for providing income in retirement. For many Australians, the amount they contribute to their ‘super’ fund, and the way in which those contributions have been invested and managed, will have a profound impact on the quality of life they can look forward to beyond their working years.
Read MoreOur advice
At Markiewicz & Co. we develop tailored financial planning solutions based on your requirements and circumstances. We act in a clear and transparent manner and provide you with objective, individual advice that extends through to product recommendations.
Read MoreProcess
Financial advice and planning is only meaningful when it takes into account all the variables that are pertinent to your individual situation. That’s why developing an understanding of your needs, goals, objectives and personal values is such a crucial step in our advice process. These insights then form the basis for developing an effective and realistic plan that will assist you work toward the financial future you desire.
Read MoreWhat's important
When we develop a financial plan for you, our focus is not just on helping you reach your desired financial outcomes, but also on ensuring that the journey is enjoyable. To do this, it’s important that your financial plan recognises what’s important to you, and what you value.
Read MoreFAQs
Whether you wish to control your own investment decisions, or seek the advice of a professional investment management and financial advisory firm such as Markiewicz & Co., you will benefit greatly from knowing as much as you can about investment and financial markets.
Read MoreInvestment products and services
Markiewicz & Co.’s wealth building investment strategies leverage the strength and performance of a wide range of investment products and services. Through diversification and constant monitoring of investment portfolios, we are able to assist our private clients to move their funds to products that are best suited to the prevailing economic conditions. The products and services we utilise include:
Read MorePortfolios
Optimising the performance of your investment portfolio can be a time consuming and complex task. Markets move rapidly and new investment products are constantly emerging. Similarly, short-term strategies and reactive trading do not create a sound foundation for long-term growth and wealth accumulation.
Read MorePortfolio administration
The Markiewicz & Co Portfolio Administration Service has been designed to meet the needs of individuals who wish to maintain a hands-on approach to their investment portfolio, but don’t want to be weighed down by the time-consuming (yet vitally important) administration, reporting and communication tasks of portfolio administration. It also provides you with access to leading-edge research and technologies, as well as the professional services and investment guidance of an experienced Markiewicz & Co Private Client adviser.
Read MoreInvestment basics
Saving and investing is usually a means to an such as buying a new car, saving for a home deposit, planning a child’s education or building the wealth required to retire with financial peace of mind. The earlier you start investing, the more time you have in the market, which means the greater your opportunity to increase the returns on your investments and achieve your financial goals.
Read MoreEquities
Markiewicz & Co. offers advanced securities trading, advisory and execution services. We provide private clients with access to both domestic and international equities markets.
Read MoreOptions
Markiewicz & Co. can assist you in utilising the power and versatility of options trading to achieve a variety of investment outcomes, such as protecting your market position from declining; capitalising on the movement of a market or index; or providing leverage in volatile markets.
Read MoreForex
Markiewicz & Co. private clients have access to the liquidity provided by the huge daily volumes and 24-hour operation of the foreign exchange market. Our highly experienced foreign exchange team can advise on, and execute a wide variety of trades such as cash transactions, forward transfers, FX swaps, warrants and foreign exchange investments.
Read MoreFixed Interest
The certainty of performance provided by fixed interest products, such as term deposits, bank bills and government or corporate bonds, make them an almost essential component of any diversified investment portfolio.
Read MoreInvestment Funds
Markiewicz & Co. evaluates and assesses investment funds, and where appropriate may recommend them to private clients for consideration. These funds comprise diversified securities, with each fund being designed to achieve a specific financial and investment objective.
Read MoreInvestment products and services
Equities are investment instruments such as stocks and shares. Anyone can buy or trade equities on the share market. The details of all shareholders are kept in a share registry, and depending on the rights and obligations attached to the share, you may have an opportunity to receive a dividend payment based on the company’s future earnings.
Read MoreThe financial markets
There are financial markets for almost all investments. The most common financial markets are:
Read MoreInsurance
Personal risk insurance is vital for anyone who has dependents or whose lifestyle and wealth creation strategy relies on your capacity to earn an income. In addition to providing peace of mind, personal risk insurance helps minimise the financial impact on you, your family and your business if an illness, injury or other event prevents you from working. Even if you have substantial savings, or income-earning investments, the many costs arising from an extended period of illness or disability can quickly erode years of hard work and savings.
Read MoreRisk
Investment risk is the chance that the value of an investment will drop. Understanding your attitude towards investment risk is an essential part of your financial strategy.
Read MoreRetirement and superannuation
Australians are living longer and the time we spend in retirement has increased. Therefore, the amount of money you need to fund retirement is also increasing. According to Australian Superannuation Funds Association, a modest retirement for a couple will require an income of at least $50,000 per year.
Read MoreTaxation
The tax implications on your investments are complex and best discussed with a qualified tax professional. The Australian Tax Office website has detailed information about the tax matters relating to investments.
Read MoreSuper growth
While for many people retirement brings the unease of ending something familiar, at Markiewicz & Co. we work with our clients to ensure that this life stage brings them the excitement and anticipation of starting something new. To achieve this, we work diligently to help them make the right investment decisions at the right time, and ensure they accumulate the savings they need to live well in retirement.
Read MoreTransition to retirement
‘Transition to retirement’ is a strategy that enables you to boost your superannuation savings or reduce the number of hours you work, while still maintaining your standard of living.
Read MoreTrusts
Discretionary trusts (often referred to as ‘family trusts’) are a popular business and wealth management tool, which when correctly structured can provide significant asset protection as well as taxation and family succession benefits.
Read MoreFree SMSF set-up
A self-managed superannuation fund (SMSF) enables you to have greater control over the way your super contributions are invested. It allows you to decide on the type and mix of investment, and the level of risk you are prepared to take to achieve your desired returns. Depending on your circumstances and the type of investments you hold, an SMSF may also offer some taxation and estate planning benefits.
Read MoreFree investment portfolio review
In a rapidly changing world, where markets and economic conditions are in a state of constant flux, many investors are uncertain whether their investment portfolio and investment strategy remains consistent with their current financial objectives.
Read MoreFutures
Markiewicz & Co.’s specialist futures brokers work with our private clients to leverage and trade a wide variety of commodities, trade indices, currencies and other financial products that are transacted on highly regulated and transparent global futures exchanges.
Read MoreStructured Products
Markiewicz & Co. is able to structure customised products for private clients, encompassing any asset class, or combination of classes. These products are structured according to your tolerance to risk and are tailored to meet your specific financial goals, such as capital protection, risk reduction in an underlying investment, enhanced returns, income generation and more.
Read MoreMargin Lending
With a margin lending facility, Markiewicz & Co. private clients can unlock equity in their existing investment portfolio by borrowing against it to provide a line of credit for additional investment.
Read MoreProperty
Property is one the most popular investment asset classes, providing opportunities for long-term capital growth as well as possible taxation benefits through strategies such as negative gearing. Due to its conservative characteristics as an investment strategy, as well as the generally robust nature of the Australian property market, property often carries a significant weighting in Self-Managed Superannuation Funds.
Read MoreInvestment Advisory Mandate
The Investment Advisory Mandate offers professional support to investors who want to manage their own portfolios and make their own investment decisions. It provides you with access to Markiewicz & Co. research and analysis, as well as our investment team who provide guidance together with portfolio monitoring based on your risk profile.
Read MoreTailored Investment Mandate
The Tailored Investment Mandate is designed for investors and traders who want to closely follow the market movements, and therefore the opportunities of, a single asset class or a strategy.
Read MoreDiscretionary Mandate
The Markiewicz & Co. Discretionary Mandate service is ideal for those who seek professional asset allocation and investment guidance however are too busy to monitor the markets; may not have the required level of expertise; or simply prefer a more hands-off approach.
Read MoreCapabilities
Markiewicz & Co. Capital Partners works in true partnership with the companies we fund. We offer a hands-on approach to supporting the founders and management team, and make sure that the right business structure and expertise are in place – both of which are critical at the inception phase.
Read MoreApproach
The Markiewicz & Co. Capital Partners approach to equity investment is rigorous and systematic, and adheres to the following five step approach:
Read MoreCriteria
At Markiewicz & Co. Capital Partners we know that a great idea is not of its own the guarantee of business success. We are extremely selective in considering opportunities for private equity funding, and have developed strict criteria that companies must meet before we even engage in preliminary discussions with regard to funding.
Read MoreCurrent investments
Markiewicz & Co. Capital Partners successfully secured the investment funding required to continue the refinement of a revolutionary search technology that has the potential to radically change the human resources vertical.
Read MoreEntrepreneurs
Markiewicz & Co. Capital Partners is always open to considering equity investment submissions from entrepreneurial companies with great business models that meet our strict investment criteria.
Read MoreInvestment management
Markiewicz & Co. is a leading provider of investment management services for corporate, institutional, not-for-profit and government clients.
Read MoreProsperity
Through constantly examining and analysing the global business landscape Markiewicz & Co. Nextrend Prosperity is focused on understanding how success can be achieved in a changing world, and on identifying new opportunities for investment and sustainable long-term growth.
Read MoreTechnology
From understanding the mosaic of economic activity supported by the Internet; the business opportunities and regional impacts arising from the widespread connection to high-speed Internet; or the consequences of technology-enabled efficiencies for developing markets – the role of innovation and emerging of technologies needs to be considered by those seeking successful outcomes from future investment in many industries, sectors and even regions.
Read MorePlanet
The growing shortage of our planet’s ecological resources is undoubtedly one of the greatest challenges of the 21st century. From the broader concerns of climate change and global warming through to specific issues such as food security, poverty and the growing scarcity of water, energy and arable land, there are many disruptive threats facing our planet.
Read MorePeople
Markiewicz & Co. Nextrend People examines the forces at work in a society – including urbanisation, lifestyles, living conditions, education, governance and civic engagement – that can provide insights into investment opportunities for the future, and bring to light previously unforeseen risks and challenges.
Read MoreAsia
Dramatic growth in a succession of Asian economies over the past few decades has led to a significant rise in living standards together with a burgeoning middle class that is driving growth in consumerism. In turn, this is providing opportunities for many local brands to make inroads into global markets.
Read MoreGreen Portfolio
Environmental sustainability has become an ever-greater part of our everyday lives. From the small efforts such as sorting our household rubbish into landfill waste and recyclable products, or collecting office paper and consumables such as printer cartridges through to buying white goods based on their energy ratings, or building new homes with solar panels and rainwater tanks – sustainability is an integral factor in our decision making.
Read MoreClimate Change
In the political and financial arenas, the pursuit of short term gains often outweighs a more considered long term approach to important issues that may require brave decision making and structural reforms, both of which are often accompanied by initial periods of discomfort.
Read MoreMacro
Markiewicz & Co.’s strategic approach to investment is to look to the future as well as the long-term. By critically examining the underlying economic data and cutting through vast amount of financial information ‘clutter’, we try to develop a better understanding of the broad trends that shape the market’s future direction.
Read MoreWhy Markiewicz & Co.
The Markiewicz & Co. philosophy is firmly based on providing individual solutions that are tailored to each client’s personal situation, and are structured to achieve specific financial goals.
Read MoreGuiding principles
Since our inception, Markiewicz & Co. has been guided by a set of clear principles that inform every decision and provide a solid framework for our client interactions. These principles cover our professional and personal conduct, and are based on an overriding belief that both the perception of trust and the experience of trust are fundamental for our growth and success.
Read MoreOffice locations
For all queries relating to any of our office locations, please call 1300 276 112.
Read MoreSeminars
Markiewicz & Co. holds occasional informal seminars covering a variety of wealth management and investment topics. These events also provide an opportunity to gain insights into the Markiewicz & Co. approach.
Read MoreTransparency & Disclosure
At Markiewicz & Co., transparency and disclosure are fundamental to the way we do business. We strive at all times to ensure that our clients, investors, employees, portfolio companies and all parties with whom we do business can rely on us to operate in a responsible and ethical manner. Our deep commitment to professionalism, fairness and integrity is described in our Guiding Principles.
Read MoreImportant information
Markiewicz & Company Pty Ltd will be referred to as “Markiewicz & Co” or “M&Co” or “we” or “us” or “our”.
Read MorePrivacy
Markiewicz & Company Pty Ltd will be referred to as “Markiewicz & Co” or “M&Co” or “we” or “us” or “our”.
Read MoreCareers privacy
Markiewicz & Company Pty Ltd will be referred to as “Markiewicz & Co” or “M&Co” or “we” or “us” or “our”.
Read MoreComplaints
Everyone at Markiewicz & Co is committed to providing our clients with the highest standard of products and services available. If you’re unhappy with our products or our service, we would like you to tell us about it and let us know how you think we can fix it.
Read MoreExecution & Clearing
In a world where returns are hard to make for clients, having another alternative to funds and offering direct shares via our wholesale service means you and your clients can take back control.
Read MoreReport
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Runway highlights from AKIRA Spring Summer 2012/13 Collection at Mercedes-Benz Fashion Week Australia.The official Mercedes-Benz Fashion Week Australia YouTube channel provides extensive coverage of runway shows including Aje, Akira, Alice McCall, An Ode to No One, Aurelio Costarella, Bec & Bridge, Bless'ed Are The Meek, Bowie, By Johnny, Camilla, Carl Kapp, Christopher Esber, Dylan Cooper, Ellery, Flowers For a Vagabond, Fernando Frisoni, Gail Sorronda, Gary Bigeni, Ginger & Smart, Hardwick by Mariana Hardwick, Jenny Kee, Jayson Brunsdon, Johanna Johnson, Kirrily Johnston, Kooey Australia, Ksubi, Lisa Ho, Lisa Maree, Manning Cartell, Magdalena Velevska, MATICEVSKI, Mens Show, Michael Lo Sordo, Miss Unkon, nANA jUDY, New Generation 1, New Generation 2, Oroton, Raffles International Designer Showcase, Romance was Born, Roopa Pemmaraju, Sara Phillips, Song for the Mute, Style Hong Kong, Suboo, Talulah, The Innovators, Toi Et Moi Sydney, Watson X Watson, Whitney Eve and WE by Whitney Eve, We Are Handsome and Zimmermann. Read MoreGallery
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Runway highlights from AJE Spring Summer 2012/13 Collection at Mercedes-Benz Fashion Week Australia.The official Mercedes-Benz Fashion Week Australia YouTube channel provides extensive coverage of runway shows including Aje, Akira, Alice McCall, An Ode to No One, Aurelio Costarella, Bec & Bridge, Bless'ed Are The Meek, Bowie, By Johnny, Camilla, Carl Kapp, Christopher Esber, Dylan Cooper, Ellery, Flowers For a Vagabond, Fernando Frisoni, Gail Sorronda, Gary Bigeni, Ginger & Smart, Hardwick by Mariana Hardwick, Jenny Kee, Jayson Brunsdon, Johanna Johnson, Kirrily Johnston, Kooey Australia, Ksubi, Lisa Ho, Lisa Maree, Manning Cartell, Magdalena Velevska, MATICEVSKI, Mens Show, Michael Lo Sordo, Miss Unkon, nANA jUDY, New Generation 1, New Generation 2, Oroton, Raffles International Designer Showcase, Romance was Born, Roopa Pemmaraju, Sara Phillips, Song for the Mute, Style Hong Kong, Suboo, Talulah, The Innovators, Toi Et Moi Sydney, Watson X Watson, Whitney Eve and WE by Whitney Eve, We Are Handsome and Zimmermann.
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Runway highlights from AKIRA Spring Summer 2012/13 Collection at Mercedes-Benz Fashion Week Australia.The official Mercedes-Benz Fashion Week Australia YouTube channel provides extensive coverage of runway shows including Aje, Akira, Alice McCall, An Ode to No One, Aurelio Costarella, Bec & Bridge, Bless'ed Are The Meek, Bowie, By Johnny, Camilla, Carl Kapp, Christopher Esber, Dylan Cooper, Ellery, Flowers For a Vagabond, Fernando Frisoni, Gail Sorronda, Gary Bigeni, Ginger & Smart, Hardwick by Mariana Hardwick, Jenny Kee, Jayson Brunsdon, Johanna Johnson, Kirrily Johnston, Kooey Australia, Ksubi, Lisa Ho, Lisa Maree, Manning Cartell, Magdalena Velevska, MATICEVSKI, Mens Show, Michael Lo Sordo, Miss Unkon, nANA jUDY, New Generation 1, New Generation 2, Oroton, Raffles International Designer Showcase, Romance was Born, Roopa Pemmaraju, Sara Phillips, Song for the Mute, Style Hong Kong, Suboo, Talulah, The Innovators, Toi Et Moi Sydney, Watson X Watson, Whitney Eve and WE by Whitney Eve, We Are Handsome and Zimmermann.
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