Marji Marjoribanks

Sabal Wealth

Gold
25 Yrs Experience
East Toowoomba, QLD 4350

Over my 20+ year career, I have helped a wide variety of clients with their financial goals. Building long lasting relationships with my clients is something I enjoy, and pride myself on. 

I will take the time to understand your investment goals and objectives, as well as your personal financial situation. This allows me to tailor my advice to you individually, and to work with you through your financial journey. 

If you are a corporate client seeking advice, I can offer expertise to assist with wealth creation strategies, asset protection strategies, strategic asset allocation management and corporate superannuation strategies.

Simply put, I love my job - and the best part of it is providing quality advice and seeing my clients through their different life stages. I strongly believe that ethical, quality financial advice should be available to all Australians. 

Find us on Facebook - search for @Sabal Wealth, and check out my Linkedin profile: https://www.linkedin.com/in/adam-marjoribanks-51ba6a43/ or www.sabalwealth.com.au for more about me and where I work.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

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

Our fees will depend on the type of advice required by the clients and is based on an individuals personal circumstances. Fees vary between an Asset Based Fee structure or Fixed Fee structure which allows everybody access to quality financial advice.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.85
  • Number of reviews 5
  • First year providing advice 1997
  • Years of experience 25
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Sabal Wealth

Suite 2, 74 Margaret St
East Toowoomba, QLD 4350

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Count Financial Limited

AFSL 227232