Mercer financial planning and private wealth

Take advantage of every opportunity to get ahead. Mercer Private Wealth delivers financial planning that could help make all the difference to your tomorrow. We put your financial well-being and future security first.

We put your financial well-being and future security first

Financial planning is the foundation for your entire financial journey that connects all the components of a comprehensive wealth management plan, including protection, investments, estate planning and retirement funding. We put your financial well-being and future security first. Our team of professionally qualified financial consultants works closely with you and your other professional advisors to ensure any investments and plans we may propose reflect your personal objectives.
  • Needs based

    We listen to uncover your financial goals and consider all your wealth management needs, from lifestyle to retirement.
  • Long-term focus

    We provide a long-term strategy to assist you with achieving your financial life goals.
  • Geared towards growth

    We help you preserve and grow your wealth in line with your financial plan.