While aiming for the best possible financial outcome another important aspect of wealth management is planning for the worst. This is where experienced insurance advice can be sought. The types of insurance that may be considered are life insurance, total and permanent disability insurance, income protection, and critical illness insurance. Some or all of these may apply to you but choosing the correct policy to meet your needs, at the right price, is important.
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.
All insurance advice is given based on your personal needs, so contact us for a free initial consultation to discuss insurance options and other wealth management strategies.
At Mercury Wealth Management we can provide advice about the types of cover you may need, and help you choose the best policy.
Insurance
Advice
Insurance
Advice
For the people that matter the most.
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.
SUPERANNUATION
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.
RETIREMENT PLANNING
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.
REDUNDANCY ADVICE
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.
CONTACT
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.