About
Our practice can provide you with a range of comprehensive financial planning services, from providing adequate security for your family, to accumulating assets and saving for the family’s future needs, or building a nest egg for a comfortable lifestyle in retirement.
Mercs Visible Wealth was established to cater for individuals like you who want more than just being sold a financial product and then being left to manage any changes on your own. If you are looking for sound financial advice as well as ongoing strategic advice and services, Mercs Visible Wealth can provide you with the peace of mind knowing your financial planning strategies are regularly reviewed and kept up to date.
Mercs Visible Wealth is located on Dulwich Avenue at Dulwich, a location which is easily accessible for clients, with Visitor parking just at front and rear.
Mercs Visible Wealth was established in 2021, through the merger of 2 pre-eminent Financial Planning practices, whose principal advisors Terry Evreniadis and Michael Mercurio (Since Retired), have had over 60 years Financial Planning experience here in South Australia.
Along with our support staff Deb Pollard and Debbie Mathews, we look forward to being able to assist you with all of your Financial Planning needs.
Our Key focus - is you!
Our practice is built on the principle reflected in our slogan "Client First Focus" and the provision of professional financial planning advice by our highly qualified and experienced advisers.
- We are focused on working together with you to set financial goals, objectives and expectations and with our advice, recommendations and implementation strategies.
- We specialise in wealth creation strategies to build a nest egg for retirement, as well as accumulating investment assets to enjoy a desired lifestyle now and after your retirement.
- We help you achieve your retirement plans, through tax effective structures and personal specific recommendations including retirement, super, insurance and investment portfolios.
- We tailor our advice specifically to your personal financial circumstances which reflects the complexity of the strategy and advice needed to meet your future financial planning goals.
