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.
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
Probate – What is it and when is it needed?
Probate is a critical legal step in administering a deceased estate, but it’s not always required. What is probate, how do you know if it’s needed, and how do you go about getting it?
Choosing the right aged care home
Choosing a nursing home for your loved one is an enormous decision. How can you be sure you make the right choice? This article will help you figure out where to start, what to look for and questions you need to ask.
Reversionary pensions – To be or not to be?
Choosing a reversionary beneficiary can help you be clear about who you want to benefit from your remaining super money, and document your wishes correctly.
Contact Us
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McEwen Investment Services
