High Net Worth Financial Advisor

Business, professional, and sporting success. Financial windfalls and inheritances. Large asset sales.

These areas leave people with large sums of wealth, but confusion about how to manage them. This shouldn’t be a surprise. The time taken to acquire wealth often doesn’t leave time to consider its stewardship, and sudden wealth doesn’t come with an instruction book. We can help.

How?

By talking. Understanding motivations, needs, and defining goals. Planning a path forward. Managing change. Being a reliable steward, while offering guidance and knowledge over decades. This ensures our clients and their families enjoy fulfilling lives. 

Investment Clarity 

We stick to the basics and build low cost, evidence based, tax efficient portfolios. We cater to complex needs and technical requirements to ensure strategies and structures are optimal, but complex needs do not require convoluted investments. We do not pitch so called “sophisticated” or “exotic” investment solutions in an attempt to make people feel special.

In over 40 years we have never had client money near any of Australia’s investment disasters. We intend to keep it that way.

Experience

Since 1980 we have a long history of discreetly addressing the specific needs of high net worth individuals and families from around Australia. We’ve guided clients though every conceivable situation.

You can expect strong technical experience that spans business succession planning, complex tax structures, charitable giving, inter-generational wealth planning, along with family trusts and estate planning.

Fiduciary Service

Given the legacy of financial services in Australia we don’t believe it’s enough to say “trust us”.

We are a fiduciary. Certified by the Centre for Fiduciary Excellence (CEFEX). There are only seven certified fiduciaries in Australia and we were the second. This is not a one time stamp of approval and our processes are audited annually. This ensures an independent party continually verifies the investment practices used. Signifying them as being of the highest standard.

This ensures you can trust your assets are managed in the most prudent manner. A CEFEX audit continually assesses our policies and procedures. That we prudently manage risk through diversification. It ensures a review and justification of products and services used, via sound due diligence. It assesses we control for all expenses and costs, and that any potential conflicts are managed in favour of clients. It ensures we have robust disaster recovery and cyber security in place. 

Being subject to a regular CEFEX audit means there’s a culture of continuous improvement at Mancell Financial Group. 

Global Reach

Mancell Financial Group are a founding member of the Global Association of Independent Advisors (GAIA). This is global association committed to client-centric wealth advice. Membership of GAIA is strictly limited to fee-based wealth advisors. GAIA members require a CEFEX certification and have no ties to financial institutions.

GAIA membership comes with multiple benefits. Mancell Financial shares the best business and financial practices with some of the world’s leading wealth management firms. It also offers cross border collaboration where complex client needs span more than one country or legal jurisdiction.

If you are at that stage of delegation, or need specific assistance, contact us on (03) 6440 3555, alternatively make contact through the form below and we will be in touch.

Arm Yourself

If you’d like to know more about what constitutes a reliable investment strategy, you can find our book “Your Investment Philosophy” at Amazon.

Even if you don’t use our services, “Your Investment Philosophy” is a valuable tool to quickly educate yourself on key investment principles. Understanding what is probable and possible means avoiding costly mistakes, and offers the ability to identify hot air from salespeople.