How Mercer’s financial advisers can help you 

How Mercer Financial Advice works with you

Are you interested in getting financial advice, but unsure about what the process involves? We discuss the eight simple steps that Mercer Financial Advisers will take you through as part of a long-term wealth management strategy. 

  1. Set up an exploratory consultation
    This is your opportunity to share your current financial situation and outline your wealth management goals and objectives.
  2. Supply a Letter of Engagement
    After agreeing on the scope of financial advice and services to meet your needs, your financial adviser will provide a Letter of Engagement confirming the applicable fees.
  3. Analyse and explore your financial options
    Your financial adviser will analyse and explore the options available to help you meet your financial goals.
  4. Provide you with advice
    Your financial advisor will present and discuss the recommendations and outcomes of the advice. Payment for the agreed cost of the advice will be arranged at this time. 
  5. Help you with paperwork
    Once you have agreed to proceed with the advice service, the Mercer Financial Advice team will prepare the necessary paperwork for you to securely complete, either at a Mercer office, via electronic signature (e.g., Docusign), or through the post.
  6. Begin the implementation phase
    If you wish, Mercer Financial Advice will take care of the implementation side of any Statement of Advice issued to you, including follow-up with product issuers and other third-party specialists. 
  7. Count on our team to support you
    You will receive the support of your Mercer Financial Advice team should you have any questions about your financial arrangements.
  8. Plan your future service needs
    This step involves a discussion about your future service needs and how we can help.

FAQs 

We’re here to help

Access experienced financial advisers through Mercer Financial Advice who have significant experience in the areas of wealth accumulation, investing, insurance, superannuation contributions and retirement strategies.

To organise an initial appointment, complete the form below and a member of our team will be in touch. 

 

 

Prepared by Mercer Financial Advice (Australia) Pty Ltd (MFA) ABN 76 153 168 293, Australian Financial Services Licence 411766.  Mercer Financial Advisers are authorised representatives of MFA. 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.  MFA’s Financial Services Guide is available at: MFA Financial Services Guide.

The contents of this page are 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.

‘MERCER’ is an Australian registered trademark of Mercer (Australia) Pty Ltd ABN 32 005 315 917.

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