A new chapter begins

Financial Advisers 

Supporting you in building agile, more resilient investment portfolios for your clients

Partnering for wealth management excellence

We work with financial advisers to develop agile, resilient, and innovative investment portfolios tailored to your clients’ unique goals. Supported by Mercer’s comprehensive research, insights, and solutions, we help you pursue outcomes that address today’s investment challenges and help prepare your clients for the future with confidence.

Investment solutions to suit your needs

  • Managed portfolios

    A range of portfolios, from bespoke solutions to ready-made options, supporting diverse needs and risk profiles. Underpinned by Mercer’s rigorous research and reporting, we help you build more resilient portfolios aligned with your clients’ investment goals.
  • Mercer Individually Managed Accounts 

    Mercer Private Portfolios supports financial advisers and their wholesale clients in creating tailored, resilient portfolios, backed by professional oversight and a collaborative approach.
  • Mercer Funds 

    Our Single Sector and Diversified Funds combine our best ideas on asset allocation, manager selection, and operational efficiency, helping financial advisers deliver more resilient client portfolios.

Mercer Super solutions for your clients

Mercer insights and research

Working together to create a better future for your clients

Swing state

Learn more about the themes which we believe will better position investors for success in 2025 and beyond. 

Introducing some of our team


    Connect with Mercer

    To explore how we can support your investment strategies and help you unlock the full potential of your clients’ portfolios.

    IMPORTANT NOTICES

    This information has been prepared by Mercer Investments (Australia) Limited ABN 66 008 612 397 AFSL 244385 (‘MIAL’). MIAL is the responsible entity or trustee and issuer of interests in the single sector and diversified funds (‘Mercer Fund(s)’) mentioned on mercer.com.au/mercerfunds (‘this website’).  The Mercer Funds are managed investment schemes as defined under the Corporations Act (Cth) 2001. MIAL is a wholly owned subsidiary of Mercer (Australia) Pty Ltd ABN 32 005 315 917 (‘Mercer Australia’). ‘MERCER’ is an Australian registered trademark of Mercer Australia. 

    References to ‘Mercer’ shall be construed to include Marsh & McLennan Companies, Inc. and/or its associated companies.  

    This website contains proprietary information of Mercer and its content may not be modified, reproduced or sold, in whole or in part, to any other person or entity, without Mercer’s prior written permission.   

    The findings, ratings and/or opinions expressed on this website are the intellectual property of Mercer and are subject to change without notice. Past performance does not guarantee future results.   

    Information on this website may have been contributed or obtained by third parties. It is believed to be accurate as at the date of compilation and is provided in good faith without independent verification.

    Although reasonable care has been taken, Mercer makes no representation or warranty as to the accuracy or completion of the information presented and takes no responsibility or liability (including for indirect, consequential or incidental damages), for any error, omission or inaccuracy.   

    The information contained on this website is general in nature only. It does not constitute advice, an offer of financial products or services, or an offer or representation on behalf of Mercer. It does not take into account your objectives, financial situation or needs. You should consider whether the information is suitable for your circumstances and seek professional advice.

    Before deciding whether to acquire, dispose or hold, units in any Mercer Fund(s), you should refer to the relevant and current Mercer Fund’s offer documents (including product disclosure statement and target market determination) which, together with other relevant information, are available on this website or by calling us on 1300 728 928. 

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