Employee benefits

Mercer Wealth Solutions provides a range of employee benefit services:

Education

We provide financial education that can help equip your employees to make more effective decisions about their financial well-being.

By making financial education easy, we help empower employees to take control of their super and other benefits, reducing the burden on your internal resources and enhancing the reputation of your employee benefits program.

Our approach to wealth education is:

  • Research-based: we gain an understanding of your organisation and identify areas of interest and also provide feedback from our programs through various research methodologies.
  • Tailored: we understand the importance of providing adult learners with information that is personally relevant and appropriate for their life stage.
  • Independent: Mercer is a global consulting firm and is not in the principal business of selling retail products and services. This enables us to draw on the broad intellectual capital of our diverse business groups and provide objective education.
  • Innovative: our dedicated research function enables us to keep abreast of important trends and anticipate changing needs, helping us to provide innovative investor education tools, techniques and materials.


Helpline Advice Service

We can provide limited personal financial advice to your employees over the phone.

Qualified financial advisers are able to assist with a range of common, personal enquiries, including:

  • Super choice
  • Insurance issues and questions
  • Member investment choice: choosing an appropriate investment
  • Rollovers
  • Salary sacrifice and additional voluntary contributions
  • Retirement income product enquires.


Financial advice

Should a strategic and in-depth consultation with a financial adviser be requested by your employees, they can make an appointment with a Mercer financial adviser.

Our advisers can help your employees with:

  • Investments and portfolio construction
  • Retirement planning, income streams, superannuation and rollovers
  • Self Managed Super Funds
  • Managing redundancy payments
  • Insurance
  • Estate planning
  • Lending and mortgages


All Mercer financial advisers are members of the Financial Planning Association (FPA) and abide by their Code of Ethics and Rules of Professional Conduct. Over 90% of our financial advisers have attained the industry's highest accreditation of Certified Financial Planner (CFP).

To find out more about any of these services, please call us on 1800 633 403.
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.