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WEALTH WITH PURPOSE

Goals. Plans. Portfolios.

Helping you make decisions where finance meets life.

who we help

‘Why Advice?’ Podcast

Interested in learning some timeless financial lessons?

Our podcast ‘Why Advice?’ cuts through media hype, folk tales and financial marketing to highlight timeless financial lessons.

Subscribe on the all the major platforms.

iTunes | Spotify | Google Podcasts | Acast

We look forward to engaging with you on this medium.

Listen to episodes below.

40+ Years of Fiduciary Service

While the financial industry debated doing the right thing for clients, we didn’t have to be asked.
Our clients came first from the very beginning.
Our story

Fads Come & Go. Evidence Persists

In five decades we have seen every hot investment fad come & go. Behind every fad is a great story, but little in the way of evidence.

In that time, markets have continued to work and reward investors for their patience.

Learn about how we invest

“The most important thing about an investment philosophy is that you have one.”

David Booth – Co-Founder Dimensional Fund Advisers

What our clients are saying…

I wish to acknowledge the depth of insight which you utilised to oversight estate planning for M and I. Your liaisons with the solicitor, in depth knowledge of our business and financial affairs, coupled with our goals and aspirations for our family whom you know and understand well, produced for me what is a first class outcome with a strategy, wills, enduring power of attorney and trust arrangements.

Peter & I found ourselves in a totally new situation. Wayne & Sarah went out of their way to help & support me. I couldn’t have done this on my own. You have a wonderful team who work with you. I would like to thank you and show an appreciation for all you have done over the many years.

Just want to say how happy we are with the service and advice given by Mancell Financial Group. Especially Tristan Dallas who saved us a heap when we almost made a big mistake recently whilst in Surfers. Tristan took the time to investigate the investment we were about to make. As Bruce says the 2 most important people in our lives are our doctor and Tristan.”

We want to thank you for all that you have done for us over the past years. We recognise that we would not be nearly as secure financially if it had not been for your expertise. However, we would also like to thank you for the way you make us feel so special – that we matter! You take the time to explain and deal with integrity and you are gracious. Be Blessed.

I just want to take another opportunity to say “thank you” and how much I appreciate your advice and placing of funds and all that goes along with what you do. I, together with each of our family, are very grateful to you. As you know we always admired and respected your business ethics.