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.
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
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.
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.”
– Anna MacGregor
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
It is a pleasure working with Rob and his team and we would not hesitate in recommending McEwen Investment Services.”
– Peter 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.”
– Ken Rae, Pymble
Royal Commissions’s Interim Report affirms a broken aged care system and promises to “chart a new direction for the sector, bringing a clear sense of purpose and of quality, and a renewed focus on compassion and kindness”.
Young adults entering the workforce stand to benefit from a little guidance when making the transition to working life. We share practical tips to help them on their way.
The new work test exemption will provide a window of opportunity for some recent retirees with lower super balances to top-up their retirement savings.