Mercer private wealth

Our expert lifestyle financial planning advisors focus on you — your personal goals, your aspirations, your financial objectives, so you can focus on enjoying the life you want to live.

Prepare for your future and the life you want to live

We work with people like you — business owners, directors, employees and their families — providing clarity and direction on life’s key financial decisions. Your plan will analyse current and future assets and liabilities, pre- and post-retirement income, investments, protection and tax planning. Our goal is to help you identify, achieve and maintain your desired lifestyle.

Learn what lifetime financial planning will do for you

Having a robust financial plan in place is the cornerstone to enjoying the life you want to live.
  • Organise and prioritise your personal financial goals
  • Simplify areas many find complex and confusing
  • Plan and protect your financial future
  • Provide financial security, financial independence and peace of mind
  • Put structures and solutions in place for life’s major milestones