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.
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