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MCM Wealth Management

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MCM Wealth Management

Mission statement:

To take the role of ‘Financial coach’ with all our clients to help them achieve financial freedom one step at a time.

Profile:

We utilise a diverse range of fund managers for our corporate clients to ensure the best results in a range of circumstances. We review corporate plans on a yearly basis to ensure contributions, life cover levels and other elements are adequate and in place.

In the ever-changing superannuation environment, it takes a specialist to maintain the pace. Through ongoing research and accreditation, our financial advisors are always up to date and well-versed in current strategies. Thus, we can continue to inform you of any changes quickly, ensuring you are always meeting all obligations and achieving optimum results. Through a series of seminars, we can also share this knowledge with your employees to keep them informed of their superannuation funds, investment options and any relevant issues.

Overview:

MCM is a dynamic wealth management company, which services both corporate entities and their employees, as well as, small business clients and individuals. MCM is committed to excellence in the provision of financial advice and has experienced specialists in the areas of:
Financial Planning – for businesses and individuals;
Superannuation – for corporate clients, small to medium enterprises and individuals;
Business Protection – “Key Person” insurance and “Succession Planning”;
Estate Planning;
Investment Advice;
Insurance – business and personal;
Debt Management.

Vision:

To provide more advice and financial services to corporate entities and their employees, as well as, small business clients and individuals.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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