About Us

History

Our practice can provide you with a range of comprehensive financial planning services, from providing adequate security for your family, to accumulating assets and saving for the family’s future needs or building a nest egg for a comfortable lifestyle in retirement.

Mercs Wealth Management was established to cater for indiviuals like you who wanted more than just being sold a financial product and then being left to manage any changes on their own. Are you looking for sound financial advice but also ongoing strategic advice and service, to give peace of mind to know your financial planning strategies are regularly review and kept up to date?

Mercs Wealth is located on King William Road, Unley, South Australia, a location which is easily accessible for clients and only 2 km from the city centre, or 5 minutes by bus or tram.

Mercs Wealth Management was established in 2010, and we have a Principal Wealth Advisor, a Client Portfolio manager and support staff. We share office facilities and resources with a leading firm of accountants.

Mercs Wealth has continued to be recognized by clients as a progressive, growing practice, providing sound financial planning advice and personalised service.

Photo of Mercs Wealth Management building.

Person holding a key

Our Key Focus - is you!

Our practice is built on the principle reflected in our slogan "Client First Focus" and the provision of professional financial planning advice by our highly qualified and experienced advisers.

  • We are focused on working together with you to set financial goals, objectives and expectations and with our advice, recommendations and implementation strategies.

  • We specialise in wealth creation strategies to build a nest egg for retirement, as well as accumulating investment assets to enjoy a desired lifestyle now and after your retirement.

  • We help you achieve your retirement plans, through tax effective structures and personal specific recommendations including retirement, super, insurance and investment portfolios.

  • We tailor our advice specifically to your personal financial circumstances which reflects the complexity of the strategy and advice needed to meet your future financial planning goals.

Above all else, we aim to exceed your expectations!


At Mercs Wealth we present the complex financial planning strategies involving superannuation, taxation and investments in an easy understand language that won’t blow your mind and is not full of industry jargon. So call us today for an appointment on 08 8273 7940.