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.

FIND OUT MORE

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.

FIND OUT MORE

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.

FIND OUT MORE

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

FIND OUT MORE

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.

More About Us

“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

Understanding Division 293 tax on super

8 Sep, 2020

From 1 July 2012, an additional 15% tax on taxable super contributions was introduced. Known as ‘Division 293 tax’, its purpose is to make taxation on super fairer by reducing tax concessions available to very high-income earners. Learn who pays it, how it’s calculated and the options available to pay it.

Adding to super in your 60’s

27 Aug, 2020

If you’re approaching your mid 60’s, you might be wondering if and how you can add to your super and grow your savings for retirement. There are ways of doing so, but you need to be clear on the rules.

SCAMMERS | Forewarned is forearmed!

24 Aug, 2020

When it comes to protecting ourselves from scammers, a little bit of knowledge, and a good deal of vigilance, goes a long way. Be alert to the dangers, and learn how you can protect yourself.

Please complete the following form to contact McEwen Investment Services today