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Mercer Financial Advice 

Mercer Financial Advice offers trusted financial advice and planning on superannuation, personal insurance, retirement, and investments to Australians. We are committed to your financial and overall wellbeing. We aim to help you simplify your life to give you a sense of security about your long-term financial future as you transition to retirement and beyond.
Speak to a Financial Adviser

Improving your financial wellbeing, at every stage and every age of your life.

While financial advice can help you identify, prioritise, and achieve your financial goals, there may be times in your life when significant events cause a change in financial circumstances.

These are the times when you could benefit most from speaking to an adviser, such as (but not limited to):

  • Receiving an inheritance
  • Experiencing an unexpected redundancy
  • Buying your first home
  • Paying off your home loan   
  • Getting married or divorced     
  • Approaching retirement
  • Considering aged care. 

Research shows that 95% of Australians enjoy greater peace of mind financially if they consult with a financial adviser1. At heightened times of stress and worry, such financial advisory services can assist you with your financial wellbeing and your mental health. A financial adviser can often recommend solutions you may not have previously considered, ensuring you receive the advice which is tailored to your personal circumstances.

We’re here to help

Access experienced financial advisers through Mercer Financial Advice. If you have experienced a change in your financial circumstances, contact us for an initial consultation. 

The real value of financial advice

Such an oversight can prove costly courtesy of missed financial opportunities, with research by the Financial Advice Association of Australia finding that 9 out of 10 Australians who receive financial advice feel financially more secure, while 50% add that it also assists their mental health2.

Receiving advice from experienced financial advisers may help provide a range of benefits, including:

  • Helping you to live the life you want – get help to identify and prioritise realistic financial goals that align with your income, lifestyle and risk profile.
  • Targeting suitable investments as part of your plan – receive specific guidance that outlines the most appropriate investment vehicles for your financial objectives and time horizon. This broadly includes being able to diversify your portfolio while managing risks.
  • Protecting you and your family’s future – personal insurance can help you continue to achieve your financial goals in situations when the worst happens. Making sure you are adequately covered in a time of need is only one part of the personal insurance journey, our experienced financial advisers can also review your insurance cover to make sure that you are not eroding your savings with cover you do not need.
  • Modelling financial outcomes – Utilising their technology and forecasting tools your adviser can model various financial scenarios for you.
  • Fine-tuning retirement and estate planning – improve the quality of your life in retirement by estimating how much you need to save, identifying the best investment strategies, and creating an estate plan which ensures your assets are distributed according to your wishes and in the most efficient manner after your death.

There is little doubt that proper financial advice can improve decision-making about money-related matters and create a roadmap for achieving your financial goals.

Just as importantly, it can also provide peace of mind and happiness, knowing that you have an experienced professional in your corner who can help you achieve your goals. Don’t procrastinate – seek help today.

For financial peace of mind, contact Mercer Financial Advice.

We feel very confident that our funds are being looked after professionally and expertly and therefore we don’t need to lose sleep worrying about our retirement.
Mercer Financial Advice Client Sentiment Survey - May 2023

Mercer Financial Advice can help with all of your financial scenarios

Mercer Financial Advisers are comprehensive advisers, meaning they take your whole financial situation into account and can assist with many aspects of your financial planning. Many of our clients seek advice in the following areas:
Speak to a financial adviser about your financial planning needs. 

Engaging with a Mercer Financial Adviser 

Deciding to engage with a financial adviser is an important – and sometimes daunting – step towards gaining financial security.

At Mercer Financial Advice, we will be transparent about how we work with you, and how much it will cost.

We know how important it is for you to understand the service levels – and any associated fees – that best suit your needs.

We will always be clear with our service fees – there are no surprises. Your financial adviser will discuss relevant fees and how they can be paid as part of your Letter of Engagement before any advice starts.

Find out more about your first meeting with a financial adviser.

 
Learn more

What our Financial Planning clients say about us? 

92%

High overall client satisfaction

91%

Clients agree that their relationship with their Mercer Financial Advisor helps them make informed financial decisions

93%

Clients agree that Mercer Financial Advice is a trustworthy financial services provider

We have been with Mercer for nearly 30 years and throughout we have always had easy access to our financial adviser: always making us feel confident in the decisions made. Everyone we have dealt with have been extremely helpful.
Mercer Financial Advice Client Sentiment Survey - May 2023

1. IOOF Research Paper – The True Value of Advice – December 2020, Page 8.

2. https://faaa.au/wp-content/uploads/2024/09/FAAA-Value-of-Advice-2024-Report.pdf

Achieve your financial goals 

Take control of your financial situation, speak to one of our financial advisers who can use their expertise to guide you to financial freedom.

Whilst we offer advice across a range of financial areas, comprehensive financial advice is a tailored approach. This means that most of our client are:

  • People looking to retire.
  • Retirees looking to maximise their retirement savings.
  • People who may have recently been made redundant or received an inheritance.
  • High income earners, or
  • People with lump sums or savings to invest.

Mercer Super Members

If you are a member of Mercer Super please visit mercersuper.com.au/financial-advice/ to understand all of your advice options as there may be more advice options available to you. Or, contact the Helpline directly on 1800 682 525 between 8.00am – 7.00pm, Monday to Friday (AEST/AEDT). If you’re calling outside of Australia, please call +61 3 8306 0900.

 

 

Important Information

This communication has been issued by Mercer Financial Advice (Australia) Pty Ltd (MFA) ABN 76 153 168 293 AFSL 411766.  Mercer Financial Advisers are authorised representatives of MFA.  MFA is a wholly owned subsidiary of Mercer (Australia) Pty Ltd (Mercer).  ‘MERCER’ is an Australian-registered trade mark of Mercer (Australia) Pty Ltd ABN 32 005 315 917.  References to ‘Mercer’ shall be construed to include Mercer and/or its associated entities.

This information is of a general nature and does not take into account your objectives, financial situation or needs. Prior to acting on any of this information, we recommend you obtain financial advice that is relevant to your financial circumstances.  View our Financial Services Guide.

The contents of this article is based on information received in good faith from sources we believe to be reliable and accurate. Any reference to legislation or government policy reflects our understanding of it. We recommend you obtain financial, tax or legal advice that is relevant to your circumstances. No warranty as to the accuracy or completeness of this information is given and no responsibility is accepted by Mercer or any of its related entities for any loss or damage arising from reliance on the information.

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