Education

Mercer Wealth Solutions offers three streams of financial education through our dedicated education and salaried financial adviser teams.

Tailored seminars

Through our dedicated financial education specialists we are able to offer a wide range of financial literacy seminars tailored to your specific requirements. We currently have over 20 individual modules available including:

  • Superannuation  - (legislation updates, contribution strategies, investment choice, how to choose a fund under choice of fund) 
  • How much super is enough?
  • Budgeting and debt management 
  • Wealth accumulation strategies 
  • Tax minimisation strategies
  • Insurance and estate planning issues
  • Introduction to share and property investing


Workshop series

We also offer two interactive workshop programs for groups of up to 25 people. The two programs are:

  • Starting Out – a guide to financial basics (four modules)
  • Preparing for Retirement – a guide to decisions before retirement (six modules)


Each module runs between one and a half to two hours and includes case studies, group discussions, individual activities and take-away reference material.

Public seminar series

Our complimentary public seminars are held at our state offices as well as other selected national locations on a regular basis. Topics covered are:

  • Preparing for Retirement
  • Wealth Accumulation Strategies
  • First time home buying
  • Own your home sooner


These seminars are conducted by members of Mercer’s financial advice team. All presenters are qualified financial advisers. Click here to register online for these seminars.


 

For more information on our education programs please call 1800 633 403, or email seminars@mercer.com.
This website is provided by Mercer (Australia) Pty Ltd (Mercer) ABN 32 005 315 917 as corporate authorised representative #260851 of, and on behalf of, Mercer Investment Nominees Limited (MINL) ABN 79 004 717 533, Australian Financial Services Licence #235906. MINL is the trustee of the Mercer Super Trust, ABN 19 905 422 981 (which includes the Corporate Superannuation, Personal Superannuation and Allocated Pension Divisions), the trustee of the Mercer Portfolio Service Superannuation Plan ABN 92 181 844 838, the responsible entity of the Mercer Portfolio Service Investment Plan and a wholly owned subsidiary of Mercer. Allocated Pensions and Transition to Retirement Allocated Pensions are provided through the Allocated Pension Division of the Mercer Super Trust. Mercer provides the Mercer Self-Managed Super Service (the Service) as a corporate authorised representative of MINL. Please refer to our Financial Services Guide. 'Mercer Wealth Solutions' and the petal logo are registered trademarks of MINL. Mercer financial advisers are authorised representative of MINL. This website contains general financial product advice which has been prepared without taking into account your personal objectives, financial situation or needs. You should consider the relevant Product Disclosure Statement for any of the products referred to in this website or the Product Information Statement for the Service and obtain advice from a licensed, or appropriately authorised, financial adviser before making any decisions concerning any of those products or the Service. For details on obtaining a Product Disclosure Statement for any of the products referred to in this website or the Product Information Statement for the Service refer to the website or contact 1800 633 403. © 2010 Mercer (Australia) Pty Ltd.