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 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.
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.
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
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.
“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
“I wanted to thank you for the very helpful and constructive conversation we had a week or so ago on our retirement plans which is obviously getting much closer. It was extremely valuable for me to be able to discuss the longer term overview, gain absolute clarity on how the pension phase works. It was also valuable to understand what we need to do to maximise the remaining few years working and then the ongoing growth and returns. Many thanks Rob.
– Louise M
Did you know that if you have a discretionary trust that holds residential land in NSW, you may unwittingly become liable for a 2% land tax surcharge each year? Be informed, and take steps to review the situation applying to your trust.
With the US election outcome apparent and the announcement by Pfizer of a possible COVID-19 vaccine, perhaps there is light at the end of the tunnel.
The role of executor may be an honour, but it can also be an enormous task, depending on the size and complexity of the estate. You can make your executor’s job easier by gathering key information and making it available to them.