Our Financial Planners hold advanced qualifications and we continuously meet the highest standards of ethics and professionalism, demonstrating excellence in everything that we do.
We look after our clients here at Mercury Wealth Management. It’s not professionalism and ethics alone that drive us, it’s the value we place on family.
95% of our clients come to us via personal or professional recommendation.
They know that we practice what we preach with intergenerational financial planning. And they also know that the whole team here at Mercury see them as Mercury family members.
We’re not going to:
We help answer the big questions you’d like to ask of your future self, today. The big questions in life like; Do I have enough? What is enough? Maybe this isn’t all about money? Maybe it’s about something more?
This is about living the life you want to lead, not just how your investments have performed. So, our focus is on you and your family. Have you achieved what you want to? Are you on track? If not, why not? And should things change, our job is to help you get back on track – and keep you there.
As financial planners, we can look at the bigger picture. We integrate your money, with your life. It means we can plan and project for the expected and the unexpected. So you can be certain that you’re equipped to face the future, whatever it brings. Our aim is to give you the financial confidence that accompanies thoughtful, thorough professional planning. And our reward is to watch you enjoy a fulfilling life, while leading the next generation.
We are supported by several teams within the business; Paraplanning, Client Service and Operations, Compliance, Accounts Support and Software Development. We’re always looking to grow our team with the right individuals. Please see our Careers page if you’re interested in finding out more information.