Marieka Perkovic profile photo

Marieka Perkovic

FIS Wealth

Bronze
15 Yrs Experience
Engadine, NSW 2233

As a dedicated financial planner, my mission is to help you make the most of your finances, providing both security and opportunities for growth.

Having a young family myself, I understand the many worries that come with it. I believe that financial security is often overlooked, yet it plays a crucial role in reducing stress and prioritising your family's goals. Financial planning is a comprehensive process where we discuss your life plans, goals, and dreams. I take this responsibility and our relationship very seriously, striving to ensure that my commitment to your financial well-being is evident in all our interactions.

I would love the opportunity to help you build a secure and prosperous future for you and your family.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Bronze
  • First year providing advice 2010
  • Years of experience 15
  • Highest qualification
    • Graduate Diploma of Financial Planning
  • Language spoken
    • English

FIS Wealth

Suite 3, 35-37 Railway Parade
Engadine, NSW 2233

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Meeting methods

  • In person
    In person
  • Phone
    Phone
  • Video call
    Video call

Licensed by

Akumin Pty Ltd

AFSL 232706