LOYAL LONG TERM CLIENTS

McEwen Investment Services

About Us

McEwen Investment Services opened its doors in 1994

Today, we remain a locally owned Financial Planning & Investment specialist providing a boutique service to its clients. Our convenient location on the train line at Pymble ensures easy access for our clients, whether they be based on the Upper North Shore or the wider Sydney area.

Loyal, long term clients

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

Maximising your investment value
We manage and administer our clients’ funds, and invest money on their behalf.

Our approach is different from that of most other investment firms in Australia, which hold clients’ funds in a wrap account and invest them primarily in managed funds.

With McEwen Investment Services, your investments are held directly by the self-managed super fund and we do not use wrap accounts or platforms. In this way, we remove two tiers of fees: the wrap provider and the fund manager, thereby maximising your investment value.

happy retired couple

Specialist Experience and Commitment to Service

McEwen Principal, Robert McEwen is a Certified Financial Planner, a Certified Aged Care Professional, holds a Bachelor of Economics and Master of Business (Applied Finance), and has extensive experience in the banking, financial markets and financial planning sectors.

Highest Ethical Standards

As a member of the Financial Planning Association, McEwen Investments is bound by the FPA’s Code of Ethics and Standards.

McEwen Investment Services holds an Australian Financial Services (AFS) License No 235915. We remain locally and privately owned. 

Read Our Latest Blog

SMSF Trustee Succession Planning

SMSF Trustee Succession Planning

SMSF trustees need to plan for the possibility that one day they'll be unable to run their own super fund. What are your options, and what steps can you take now to be sure you're prepared when and if that day comes?
read more

Contact Us

Please complete the following form to contact McEwen Investment Services today

 

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McEwen Investment Services

4/53 Grandview St
PYMBLE NSW 2073
 
 
 
McEwen Investment Services Sydney North Shore