Our Clients


“Our client base is unique in the Australian Financial Services industry – over 50% are drawn from the medical, legal, dental and company director professions who sit comfortably alongside a more eclectic mix of clients. Their average household wealth places them in the top percentile.”

Our clients are located in every state and territory capital city, as well as many regional towns and rural areas. We ensure that all receive the same service level.

Our clients each typically have a number of individual tax entities (for example: personal, corporate, discretionary and/or unit trust, superfund, charitable trusts (PAFs)), often with different risk profiles across the same account. We are used to dealing with such complexity.

As a business, we are indeed fortunate in having such a “narrow but deep” client base, as it allows us to focus on and specialise in those areas of most relevance to them. This specialisation brings substantial value to the firm’s services for its highly differentiated clients and few competitors can match it.

The success of Mercury Private and our client base to date has been built on the back of referrals from our existing clients. We have very little dedicated to marketing our services and instead prefer to align our resources to instead focus on and service our existing client base effectively.

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