Mercury Wealth Management based in Essendon, Melbourne, are an experienced team of accredited financial advisors. We specialise in helping our clients create wealth and protect it into their retirement.
The two principles are Andrew Drieschner and Dale Brilley. Together they have many years of financial planning experience and can draw on a wide range of skills and real life expertise to help you achieve your goals.
At Mercury Wealth Management, we provide financial advice that helps you to build and protect your wealth long term. Our focus is on you, the client, and what best suits your needs. This means you can trust our advice to be in your best interests.
Our financial advice reaches a lot further than simple traditional financial plans, we help you to align your financial potential in a strategic way that can maximise your wealth. First, we learn about you, then we design a calculated plan to achieve the short and long term financial goals you may have. Every client is different, and taking the time to understand you individually is a key element of financial planning.
What to expect when dealing with Mercury Wealth If it is time for you to take control of your financial future we can provide custom financial plans to allow you to enjoy life now, while creating long term self-sustainable wealth for the future.
Establish and define client planner relationship.
Gather client data, including goals.
Analyses and calculate your financial status.
Develop and present financial planning.
Implement the financial planning recommendations.
Monitor the financial planning recommendation.
WEALTH MANAGEMENT STRATEGY
Our wealth management strategies are designed to help you get comfortable with your financial future. To do this, we help you plan short and long term strategies designed to create wealth.
INSURANCE ADVICE & PEACE OF MIND
At Mercury Wealth Management we can provide advice about the types of cover you may need, and help you choose the best policy to protect you and your family in the event of challenging life events.
At Mercury Wealth Management we can help you understand the options when it comes to your superannuation and help you make an informed decision about the fund and investment strategy that will be best for you.
CASH FLOW ADVICE
Managing cashflow can make the difference not only to the success or failure of a business, but also to your financial plan. Good wealth management or retirement plans should allow for adequate cashflow to achieve financial goals while maintaining your desired lifestyle.
Effective retirement planning helps to accumulate wealth and provide ongoing income after full time work has ceased. Good retirement planning will consider investment strategies that may also be tax efficient, so when you stop work, you have continued financial security.
Being made redundant from work is a more common experience in today’s competitive business environment. But if life has thrown you a curveball in the form of a redundancy package, let us help you see how it could be the beginning of something positive.
We have known Andrew and the team at Mercury Wealth Management for a number of years and during this time have been very impressed with their competence not only with their wise placement of our money, but also their professionalism. - NELLA & PAUL
At Mercury Wealth Management, we look forward to speaking to you about your financial goals and to help you create a calculated strategy to achieve the level of wealth you want.
Contact us to make an appointment with an experienced financial advisor in Melbourne today.
186 Keilor Road, Essendon North VIC 3041
P 03 9326 1722