Marisa Hoffenberg
B Com, DFP, CFA

Marisa works with successful families and individuals to navigate the complexities of managing their wealth.

  • To offer a truly personal service Marisa only has space for a maximum of 80 clients
  • She spends time with you to understand your aspirations, values and concerns and to provide a unique solution for you
  • We have your best interests at heart – we research multiple product providers to find the solution that’s right for you.
  • Understanding that your time is a scarce commodity, she works efficiently taking the stress out of researching and analysing alternative solutions
  • With over a decade of experience in institutional investment management she has the technical expertise and access to research which is significantly above others in the advice industry
  • Marisa forms a long term partnership with her clients. She works collaboratively – explaining even the most complex concepts clearly and simply- ensuring that you are on board every step of the way

Previously Marisa held senior management positions in van Eyk Research and Franklin Templeton Investments and holds post-graduate qualifications in Investment Management and Financial Planning.

Marisa is passionate about educating and empowering women to take care of their finances. Having been such a traditional male field for so long, many women still feel out in the cold and completely overwhelmed when it comes to managing money.

She runs educational seminars on managing money for various corporate and woman’s organisations. She does not charge for these seminars but uses them to help raise funds and awareness for women and children focussed charities.

She also writes a newsletter specifically for women ‘Ice-cream Finance’ (all the important detail, but served in a cone).

Marisa is the Financial Planning Blogger for Woman’s Network Australia.