McEwen Investment Services

Financial Planning Advisors & Services
Sydney North Shore

SELF MANAGED SUPER FUNDS

Offering control, transparency and cost-effectiveness

AGED CARE PLANNING

Control and choice over aged care decisions

WEALTH PLANNING

Your financial future in good hands

ESTATE PLANNING

Giving you peace of mind

retired couple on holiday

Self-Managed Super Funds

A superior retirement vehicle, offering control, transparency and cost effectiveness

Super is one of the best ways to save for your retirement simply because of its favourable tax treatment.

We work closely with you to determine what, where and how to invest.

Aged Care Services

The journey into aged care may seem daunting for you and your family

The aged care system in Australia is a complex system and can be difficult to navigate.

Our team will work with you to retain control and choice over aged care planning and decisions.

family photo elderly relative
man on yacht looking at McEwen investments on i-pad

Wealth & Investment Planning

Securing your financial future and the resulting peace of mind, is key to a fulfilling retirement

We’re here to help you create a wealth management strategy to maximise your wealth and match your retirement goals

Estate Planning

Giving you peace of mind knowing that your financial affairs and estate are in order

Effective estate planning is vital to ensure that all of your financial assets – not just those included in your Estate – are organised in a tax effective way

Elderly couple discussing estate planning McEwen Investments

Loyal, long term clients

McEwen Investment Services opened its doors in 1994.

Today, we remain an independently owned Financial Planning & Investment specialists providing a boutique service to our clients on the Sydney North Shore.

Our specialist experience in self managed superfunds, aged care planning and wealth planning, combined with our individualised service and professional fund management, has meant we’ve built a strong base of loyal and long-term customers.

“I needed help to understand the best way to fund my wife’s move into aged care.

Rob clearly and simply explained how each funding option works. The cash flow forecasts helped me to decide upon the best way to pay for accommodation and care.

I now have peace of mind knowing what we can afford and how we will pay for it.”

– Ken Robertson, Wahroonga

“When I met Robert I had a very comfortable feeling. I trusted him and had confidence in the way he spoke and presented things to me.

My trust had previously been misplaced, but I feel I am in safe hands with Robert. I feel like it was meant to be.

Client since 2003”

– Anna MacGregor

“Thanks for getting our SMSF set up and running so quickly and efficiently.

Your willingness to make “sell” as well as “buy” recommendations is a welcome breath of fresh air.

We are looking forward to a successful partnership with you over the coming years.”

– Guy Whitehead

Estate Planning Advice

Estate Planning – I really should do something about it – Sound familiar? For many of us, we know we should do it, but find reasons for putting it off

read more

Contact Us

Please complete the following form to contact McEwen Investment Services today

 

McEwen Investment Services

4/53 Grandview St
PYMBLE NSW 2073
And Suite 18,12 Tryon Rd, LINDFIELD NSW 2070
 
 
 
 
McEwen Investment Services Sydney North Shore