High Net Worth Financial Advisor

Your Future Should Be as Bright as Your Past

You are a business, professional, or sporting success. You’ve had a financial windfall or inheritance. You’ve sold a large asset.

What next? Often financial success, or a windfall, comes with a dilemma: confusion about managing your assets. 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. The skills you used for your success, can be different to those used to successfully manage wealth over the long term. You may need help.

Helping you define your motivations, needs, and goals, we can help you plan a path forward. Things will also change for you over the years, we remain a reliable steward, while offering guidance and knowledge. This ensures your and your family make the most of your wealth and 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.

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.