Investment Consulting
Wealth Management

 

Whether you're looking for financial advice or delivering it, Mercer's Wealth Management solutions offers access to a world of investment opportunity

 

Wealth Management
 

Whether you're looking for financial advice or delivering it, Mercer's Wealth Management solutions offers access to a world of investment opportunity. Mercer’s in-house team of wealth managers provide financial planning that can help super fund members, employees and retirees achieve their financial goals and ‘financial wellness’.

We also partner with other wealth managers outside of Mercer who may access our investment tools, research, advice and solutions to leverage Mercer’s scale and deliver services to their own clients more efficiently and cost effectively.

Mercer can help organisations bolster resources, generate investment ideas, perform due diligence, and even assess operational and fiduciary risks. Clients receive market-ready investment ideas that enable them to understand the importance of aligning wealth with values and intentions.

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