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.