Our expert lifestyle financial planning advisers focus on you — your personal goals, your aspirations, your financial objectives, so you can focus on enjoying 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.
To find out how Mercer can help you plan for the future, make an appointment to speak to a financial planner today.
“A goal without a plan is just a wish.” – Antoine de Saint-Exupéry
Meet the team
Our expert advisers focus on you — your personal goals, your aspirations, your financial objectives. Using the latest cash flow modelling software, Mercer will create a personalised lifetime financial plan that will help support you through life’s journey. Let's meet the experts behind Mercer Private Wealth.
We’d be happy to set up a free consultation or send you more information to get you started. Simply fill out the form below and we will be in touch. If you are an existing Mercer plan member and have a question about your pension or shares, please contact the JustAsk team via this link.