Mercury Wealth Management have been handling mine and my families planning for 18 years now, and in that time I have found the advice, expertise and commitment to our individual financial needs to be nothing short of exemplary.
It was Dale that helped us aim for our dream home, which we only managed through his driven advice on how to successfully save for and achieve our goal.
We are regularly updated with new offers and changes that would suit our specific needs, and Dale is always ready to lend an ear to any questions that we have at any time. I would recommend Mercury Wealth to anybody seeking knowledge, information and advice on their financial plans.
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.
Andrew meets with us on a regular basis, reviews our investments and advises of any changes deemed necessary. He takes the time to fully explain our options and to guide us in the appropriate direction. He later follows it up with a detailed report explaining the situation.
We have been more than pleased with Andrew and the team and would highly recommend them.
- NELLA & PAUL
Thank goodness for Andrew Drieschner —
Excellent advice and management skills and very considerate manner.
I’ve been a client of Dale’s since January 2013. The financial advice and support I’ve received over the last six years with regards to personal budgeting, financial goals, and insurances, has been excellent, and I’ve felt more confident about my financial decision-making with every passing year.
Dale is patient, knowledgeable, and thorough with any questions I have and always gets back to me in a timely and well-researched manner. I very much believe that having a good understanding of how your money can work best for you is one of the most empowering favours you can do for yourself and I encourage anyone who may be considering seeking advice to do so.
Dale and the team at Mercury Wealth Management have been an integral partner in my goal towards future financial security.
We’ve been clients since 2009. Dale has consistently provided us with very thorough research on our behalf revealing wise strategic financial planning options going forward, consistent with our risk tolerance profile. We have property, superannuation and a share portfolio which Dale guides us with.
We’ve felt confident to be guided by his professional advice to us in every financial planning matter and he has been very open to learning more about the fruits of our preference for ethical investing.
We’ve found that the fee structure is fair and reasonable and we’ve seen our investment portfolio grow well beyond expectations, enabling an earlier retirement than planned.
We’re in touch to book up major review appointments six-monthly or sometimes just a short conversation to lock-in our decisions following Dale’s sound guidance.
When our circumstances changed, Dale was in contact to arrange a timely appointment to catch up and get an update of our situation, always with our best interests as his priority.
We remain grateful for his advice and have been confident to recommend his services to a number of friends.
- MARK & JAN
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.
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