Mancell Financial Group

About

Mancell Financial Group was founded in February 1980. We have helped individual and corporate clients achieve their financial goals for over 40 years by adopting the latest academic, market and legislative research.

Wholly owned by our founders. Unlike other institutionally owned financial planners we do not act as a sales force for specific investment products.

We take a passive asset class approach to investment; this lowers fees and taxes while removing guesswork from the investment process. The asset class investment approach means client portfolios are based on decades of academic research.

Our services cover the following areas:

Investing

Superannuation and retirement planning (including Self Managed Super)
Access to Centrelink entitlements and other social security benefits
Advice with redundancy

Advice on asset ownership structures
Minimising capital gains tax on the sale of assets

Cash flow, budgeting and debt management

Solutions for life, income, disability and illness insurance

Business valuation assessments
Business management issues and succession planning

Establishing charitable trusts and foundations

Today, MFG oversees more than $550 million for our firm's clients. We are licensed to the privately owned FYG Planners Group which has nearly $4 billion in funds under management.

Keywords

investment planning, superannuation, selfmanaged superannuation, estate planning, life insurance, income protection insurance, critical illness insurance, disability insurance, business structuring, management & succession planning, budgeting, debt management

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