Mercer l Financial Planning

Wealth and Investments

Financial Planning

Mercer Financial Planning provides financial advice to clients in three ways:

  • Financial Advice Helpline
  • Workplace Advice
  • Strategic Financial Advice

In addition, Mercer Financial Advice provides information and education services to clients through the Mercer Super Trust and Mercer Financial Advice website www.mercerfinancialservices.com

PERSONAL FINANCIAL ADVICE THROUGH THE FINANCIAL ADVICE HELPLINE

A key benefit of being part of Mercer's superannuation family is access to phone-based personal financial advice through our dedicated Financial Advice Helpline.

Professional advisers provide simple personal advice relating to superannuation enabling our members extra peace of mind when confronting decisions about their superannuation.

Phone-based advisers discuss superannuation questions with fund members without imposed time limits. Interactions are tailored to the individual’s superannuation needs, with the ability to provide a statement of advice where required. The team are qualified to provide general advice on other topics including social security benefits, and retirement planning.

Where members require more detailed advice our Helpline Advisers can arrange an appointment with a Strategic Financial Adviser while the member is on the phone.

MERCER WORKPLACE ADVICE

Mercer’s Workplace Advice program is a market-leading approach to de-mystifying super and financial advice for your employees, to help them achieve better financial outcomes.

Our research shows that to date, one in seven participants of the program have taken important steps to improve their financial futures by better engaging with one of their most important assets, their super.

Our unique offering provides a combination of financial education and one-on-one financial advice conveniently delivered in your workplace. It can form part of a cost-effective employee benefit program and contribute to a workforce management strategy.

We have three programs to cater for the specific need of your workforce, determined by age.

Income for Life – over 50’s
Grow your Wealth – 30s to 50s
Fast Start to Wealth – 20s to 30s

Connect with us to book your workplace advice program.

COMPREHENSIVE ADVICE THROUGH OUR NATIONAL STRATEGIC FINANCIAL ADVICE TEAM

Mercer's Strategic Financial Advice team consists of around 40 financial advisers operating from seven offices around Australia.

Advice provided by the team is holistic in nature and may include:

  • Wealth accumulation strategies
  • Wealth protection strategies
  • Intergenerational transfer of wealth

We also provide a range of packaged financial advisory services to key member segments who might be most interested in financial advice, including:

  • The “Over 50’s” who are starting to think about retirement, or at least about maximising their superannuation contributions and other options with the new concessional contribution caps
  • High Net Worth financial advice which includes broad-based financial planning strategies across a range of strategies, including Self Managed Superannuation

Financial advisers within the team are predominantly Certified Financial Planners providing initial and ongoing advice to clients. The team are supported by para-planners and financial advice assistants along with dedicated resources to provide product and technical expertise.

Connect with us to book your strategic consult.

 Speak with a Mercer Consultant
We’re eager to speak with you. Please provide your details below.
*Required Fields
First name is required
Last name is required
Role is required
Organization is required
Industry is required
Email is required Email is invalid
Phone number is required
Company name is required
Country is required
Maximum 250 characters

By clicking Submit, I agree to the use of my personal information according to the Mercer Privacy Statement. I understand that my personal information may be transferred for processing outside my country of residence, where standards of data protection may be different.

There are some errors processing this form. Please check the fields and try again.

Thank you, a member of our team will connect with you shortly.