Wealth
Management
Strategy
Planning for life's major events.
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.
We produce easy to understand, customised wealth plans based on our clients’ needs. We work together with clients to outline a realistic financial snapshot of where they are today, and devise a calculated plan to get them where they want to go. This plan includes a whole of life approach, considering many of life’s major events.
Cash flow management strategies and relevant insurances can be put in place to make sure there is enough money to live the lifestyle you want now, without compromising your future plans.
No matter what age you are, we can help you create a wealth management plan tailored to your needs.
No matter what age you are, we can help you create a wealth management plan tailored to your needs.
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.