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Mercury Wealth management Pty Ltd is an authorised representative of Sprout Financial Pty Ltd AFSL 495546

Although many Australians aren’t excited by talking about superannuation, it is an essential aspect of any wealth management or retirement plan. In retirement, everyone still needs access to cash and income. This is often accessed as lump sums or regular payments from superannuation monies.

Depending on your age and other factors, superannuation will play a different role in your wealth management plan. Younger people may wish to focus on paying off investments or debts before contributing more often to their super accounts. For those approaching retirement, it can become a more attractive investment option in itself, and a way to minimise tax.

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.

Contact us for a free initial appointment to discuss your superannuation and financial planning needs.

Superannuation is an essential aspect of any wealth management or retirement plan.

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.

Book a free consultation now

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.

186 Keilor Road, Essendon North VIC 3041

03 9326 1722

E admin@mercurywealth.com.au

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