Whether you're looking for financial advice or delivering it, Mercer's Wealth Management solutions offers access to a world of investment opportunity. Mercer’s in-house team of wealth managers provide financial planning that can help super fund members, employees and retirees achieve their financial goals and ‘financial wellness’.
We also partner with other wealth managers outside of Mercer who may access our investment tools, research, advice and solutions to leverage Mercer’s scale and deliver services to their own clients more efficiently and cost effectively.
Mercer can help organisations bolster resources, generate investment ideas, perform due diligence, and even assess operational and fiduciary risks. Clients receive market-ready investment ideas that enable them to understand the importance of aligning wealth with values and intentions.
Wealth Management Solutions and Services
It’s never been harder to find a good financial advisor to help you with your financial planning. Mercer’s financial advisors are experts, truly independent and meet the highest standards for education integrity and professionalism.
Employee Financial Wellness
There’s a lot of financial advice out there; most have a not-so-hidden agenda, linking advice to investment programs and products. At Mercer, we are transparent with our clients and help them be transparent with their employees.
Working with Mercer is easy. We’ve developed a flexible approach to engagements that allows us to fluidly mesh with your exact needs — either behind the scenes or in a marquee role.