Are we Australia’s best financial adviser? We’ll let our happy clients decide, but we think more Australians deserve the reliable service our clients enjoy.
Operating from offices in Tasmania and on the NSW Canberra border, and with clients around Australia, we’ve quietly led the way in Australia’s financial advice industry, pioneering the focus of clients over products, adhering to a fiduciary standard and building portfolios backed by academic principles.
This has allowed us to build multi-decade relationships with our clients and it’s why we believe we’re one of Australia’s best financial advisers.
Relationships begin with conversations, not products. What do you want your life to look like? Understanding your life, your family, your employment and your goals, short and long term, is imperative to ensure we can best help you. With a six step planning process, you and what’s most important to you, are the first step to defining the direction our advice takes.
It’s been over 40 years and we can still boast our first client. Our financial advice team have over 120 years of collective financial advice experience. You’re serviced by a technical knowledge base that has dealt with every conceivable financial situation and investor at every stage of life.
MFG now oversees more than $550 million for our firm’s clients. We are licensed to the privately owned FYG Planners Group which has over $4 billion in funds under management. Why else do we think we’re Australia’s best financial adviser?
You deserve reliability, so we only use evidence based investment methods. Capital markets have long rewarded investors for their capital and their patience. Rather than attempting to predict the future or outguess others, we draw upon information about expected returns and remain patient.
Capital markets work for you, so there is no need to speculate. That means you can focus on living your life. We’re so confident in our investment philosophy, that we’ve written a book detailing it. Short and easy to read, we’d recommend every investor read it so they can understand what works, what doesn’t, and how to protect themselves.
You get a focus on more than just returns. It’s tax efficient and offers peace of mind. You have decades of research powering every decision. Financial advisors short change clients by pursuing high fee active management, market timing or stock picking. Eventually, star fund managers fail and the advisers advocating them are in a panic trying to find a new strategy and star manager. A strong investment philosophy means you have reasoned decision making underpinning your portfolio.
You want an adviser you can trust. We are one of only seven CEFEX certified fiduciaries in Australia. Mancell Financial needed to demonstrate strict adherence to the practices of a fiduciary investment advisor in order to achieve this certification. It was a detailed and rigorous process, culminating in our certification in June 2016. The CEFEX process is on-going. We submit to regular audits to ensure we meet the rigorous criteria.
Has your adviser been independently and thoroughly assessed as upholding the highest fiduciary standards? You can trust us to always provide advice in your best interest.
There has long been a cloud over the advice industry in Australia. Such an environment it makes it difficult to know who you should or can trust. We have a fiduciary responsibility to our clients.
Industry accountability and improvement has always been a focus. As founding members of the Global Association of Independent Advisors (GAIA)*, we haven’t waited for change to come. We were leading of a global movement of client first financial advice long before government or industry in Australia started talking about change.
Membership of the GAIA is strictly limited to fee-based wealth advisors, with a CEFEX certification, who have no ties to financial institutions.
GAIA membership comes with multiple benefits. It ensures we share 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.
Very few financial advisers in Australia combine an evidence based investment process, the trust of an annual fiduciary audit and membership of an elite group pursuing best practice in global wealth management.
We’ve been helping people across Australia for over 40 years, so the real question is: how can we help you?
If you want help in clarifying the path toward your financial goals, please feel free to contact us on 03 6440 3555, email us at [email protected] or make contact through our fact find form and one of our friendly advisers will respond.
Alternatively, learn more about the people we help.
Level 1, 41 Mount Street,
Burnie, Tasmania, 7320
16 Rutledge Street,
Bungendore, NSW, 2621
03 6440 3555
