Markson Financial Planning
Mark Lewin Director of Markson Financial Planning
Mark Lewin, Owner & Founder of Markson Financial Planning has been a member of Business Referral Group, Parramatta Thursday Chapter since 2004.
We have been providing financial solutions now for over 20 years and use a collaborative approach to partner with our clients. Our strength is the focus we apply to our existing clients annual reviews to ensure their strategies remain uptodate and relevant.
We implement strategies to cater for:
- Superannuation contributions
- Comprehensive estate plans
- Risk management
- Regular investing into diversified portfolios
- Cash flow management
Member of Parramatta Thursday Business Referral Group
Parramatta Thursday chapter meets every 2nd Thursday at 7:15Am, at the offices of Matthews Folbigg, Level 7, 10 Smith Street, Parramatta NSW
The networking meeting starts at 7:30 AM sharp to 8:30 AM
Like to attend this chapter ? contact Business Referral Group for your FREE Visit
Follow Markson Financial Planning