Alberto Dimarco

Shaw and Partners

I work primarily with private clients to build sustainable wealth through intelligent investment strategies. Having an equities background and 19 years (13 working at Macquarie Wealth Management) of investment experience allows me a unique perspective on investment principals, wealth creation and risk management.

My solutions for personal wealth management include a comprehensive mix of proprietary financial strategies, equities management, self-managed super fund strategies, and cash management. My clients are already financially successful in their careers or in business. They engage me to access my expertise and access to opportunities to build another pillar of wealth outside of their core area of expertise.

My proprietary process takes clients through a unique investment process where we work together to:
-Set goals to allow us to determine appropriate risk;
-Determine appropriate risk tolerance – to take advantage of compounding returns to negate the need to take excessive risks later on to “catch up”​.
-Tax – not our sole purpose for investing but something we must consider. Every dollar of tax saved will compound over time to increase returns.

Some of the tools I use include:
-Australian and International Equities;
-Capital protection – allows investors to control risk and protect portfolios;
-SMSF – an incredibly tax effective environment – increasingly flexible – including gearing where appropriate;
-Tailored solutions for Executive Share Plans;
-Fixed interest solutions to boost returns over those available for cash.

Additionally, I work with corporate clients’​ treasury teams in sourcing solutions for their investment capital in conjunction with Macquarie’s treasury team.

If you’d like to find out more about investment options to build and protect your wealth, please get in touch for a no obligation consultation.

Contact Details:
Email: [email protected]
Phone: 0425 222 650
Company: Shaw and Partners
Industry and Business Speciality: Financial, Stockbroker

Address: Level 15, 60 Castlereagh Street, Sydney, NSW 2000, Australia  AU