Financial Planning

Here at Mercury Financial Group, we believe that a strong working relationship with you and your other professionals is the most important link to achieving success with your financial ambitions. Put simply we aim to provide a “value-add” service across what we believe as the three phases of financial success being strategic planning, investment strategies, continued support and investment management. As such, we have created a suite of services that provide for a holistic approach to managing your financial affairs backed up by a high level of investment support, regular client contact, monthly investment updates and quarterly newsletters.

The Centrepiece of our service is an active approach to managing your investments, in particular we actively manage your asset exposures on a regular basis to assist in minimising investment risk and accentuate market opportunities when they occur. By taking a more active approach in managing investment risk, we are able to provide more stable returns for investors over the longer term, thus giving you piece of mind to know someone is watching over your investments.

Value add is provided by looking at all strategic options to put you in the best position whether you are looking to create wealth over the medium to longer term, thinking about retirement planning or managing your investment assets in retirement. We access only the best investment vehicles whether this be shares, managed funds or property. We carry out a significant amount of research in-house to ensure your wealth remains on track to achieving your investment dreams and assist in taking the worry out of investing.

“This advice may not be suitable to you because it contains general advice which does not take into consideration any of your personal circumstances. All strategies and information provided on this website are general advice only. “