McEwen Investment Services

Financial Planning Advisers & Services Sydney North Shore

SELF MANAGED SUPER FUNDS

Control, transparency and cost-effectiveness

AGED CARE PLANNING

Clarity and choice over aged care decisions

RETIREMENT PLANNING

Confidence in your financial future

ESTATE PLANNING

Certainty for your legacy

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.

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Aged Care Planning

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.

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man on yacht looking at McEwen investments on i-pad

Retirement 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 retirement savings and match your retirement goals.

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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

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Elderly couple discussing estate planning McEwen Investments

Loyal, long term clients

McEwen Investment Services opened its doors in 1994.

Today, we remain a locally and privately 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.

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“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.”

– K. Robertson

“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.”

– A. 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.”

– G. Whitehead

“Rob’s integrity, professionalism and reliability make McEwen Investment Services an easy choice when deciding on aged care planning and investment advice.

It is a pleasure working with Rob and his team and we would not hesitate in recommending McEwen Investment Services.”

– P. Best

“I would like to thank your organisation for your valuable assistance to me regarding the transfer of my wife into a nursing home facility.

In particular, I wish to commend the excellent services given by Meagan Roberts. Her expertise and efficiency were very much appreciated.

Many thanks once again for your help at a difficult time.”

– K. Rae

“Our key concern was ensuring our mother could afford her aged care for as long as she lives. We also needed guidance on how to invest any money left over from the sale of her home. Rob and Meagan spent time with our family discussing the pros and cons of different options. We were very happy with the service that McEwen provided to our family and would definitely recommend them to others.”

– E. Bennett

“Thank you once again for handing myself and my family a lifeline when it came to my father, such an emotional time, we shall forever be indebted to you for your advice given with so much heart. I recommend McEwen Investment Services. Just go and have a chat.”

– J. Parker

“Many thanks for all your help and kindness to me and my family again this year. It is very comforting to know that I can phone you anytime, even with the smallest of questions. You are so warm and kind and yet still maintain professional standards. Thank you for all your hard work.”

– J. Arthur

“Since hearing the stories emerging from the Royal Commission, I’m saying a little prayer of thanks each day to whoever up there directed my steps long ago to John and Rob McEwen.”

– P. Tansey

“Over the years the expert guidance given to all members of our family has been outstanding and has given each of us a feeling of confidence and security in the volatile world of finance.”

– S. McPherson

What happens to your super when you die?

2 Jul, 2020

Your super balance could be a significant asset when you die and it should therefore be considered very carefully in your estate planning. This is particularly important given that your super will not automatically be covered under your will.

After-tax contributions and the ‘bring-forward’ rule

23 Jun, 2020

The ‘bring-forward’ rule allows super members to make up to three years’ worth of non-concessional (after-tax) contributions in a single year by bringing forward the caps of the next two years. The rules can be complicated, and it’s important to understand how they work before using them.

Carry-forward concessional contributions

2 Jun, 2020

It used to be a case of ‘use it or lose it’, but the carry-forward concessional contributions rules now give more flexibility to prevent people falling behind in their super savings.

Please complete the following form to contact McEwen Investment Services today