"Mercury Private seeks to develop relationships of an enduring quality and value with every one of our clients and their families."
Mercury Private
Mercury Private is a boutique wealth creation and management firm specialising in servicing high net worth individuals and family offices. Although only established in May 2015, several of our staff have known each other and worked together for many years, and client relationships are often long-standing, some extending back over 25 years. A strong sense of continuity therefore pervades the business, which otherwise benefits from a vitality and nimbleness typical of a start-up.
Our Philosophy
Mercury Private seeks to develop relationships of an enduring quality and value with every one of our clients and their families. These relationships are based on mutual trust, garnered through a deep understanding of each client’s values, goals and their constantly changing circumstances. This in turn enables us to formulate highly personalised strategies that continually optimise outcomes for our clients.
Our Services
We offer a comprehensive and integrated range of (financial) services designed, for those clients who want them, to offer a “one stop shop”, invariably leading to more efficient outcomes. We have our own AFSL and we have a strong network of alliances and relationships with product issuers and other financial institutions to broaden our reach and capabilities.
Our Clients
Our client base is unique in the Australian financial services industry – three quarters are drawn from the medical, legal and dental professions with the balance being corporate executives, entrepreneurs and self-funded retirees (mainly from the aforementioned occupations). In many cases client relationships extend over several generations of the same family.
Mercury Private Client Portal
The Mercury Private Client Portal provides secure online access for clients to have a central point of information across their portfolios.
Mercury Private clients can click the “Client Login” button from the top menu bar to access our Client Portal.