Mercury Private is a boutique wealth creation and management firm based in Sydney, Australia, catering to high net worth individuals and family offices. Established in May 2015, the firm boasts a team of experienced professionals who have cultivated long-standing client relationships spanning over 25 years. This continuity within the business is complemented by a dynamic and agile approach typical of a start-up, allowing Mercury Private to deliver personalized and highly effective strategies to optimize outcomes for their clients.
At Mercury Private, the focus is on fostering enduring relationships built on trust and a deep understanding of each client’s values, goals, and evolving circumstances. By offering a comprehensive range of financial services under one roof, the firm aims to streamline the wealth management process for clients, leading to more efficient outcomes. With their own Australian Financial Services License (AFSL) and a robust network of alliances with product issuers and financial institutions, Mercury Private is well-equipped to meet the diverse needs of their unique client base, which includes professionals from the medical, legal, and dental fields, as well as corporate executives, entrepreneurs, and self-funded retirees.
Central to Mercury Private’s client-centric approach is the Mercury Private Client Portal, providing secure online access for clients to manage and monitor their portfolios conveniently. The firm’s commitment to delivering value and quality to every client and their families underscores their philosophy of prioritizing personalized service and tailored financial solutions. Located at Level 17, 60 Martin Place, Sydney NSW 2000, Mercury Private stands out in the Australian financial services industry for its deep-rooted client relationships that often span multiple generations within the same family.