Confidence in your financial future

Securing your financial future and the resulting peace of mind, is key to a fulfilling retirement. Our aim is to help you make informed choices.

You might be wondering:

  • How long will my retirement savings need to last?
  • Do I have sufficient investments, including super, to ensure an adequate retirement income?
  • What retirement income stream will I need to maintain my lifestyle
  • Should I take my super as a lump sum or invest it in a retirement income stream?
  • Should I set up my own super fund?
  • How do I minimise my income tax?
  • Am I eligible for an Age Pension?

Whether you’re planning for retirement, or about to retire, we’re here to help you create a wealth management strategy to maximise your wealth and match your retirement goals.

Our services include:

Self-Managed Super Funds (SMSF) 
We will set up your SMSF, and provide ongoing management, reporting and ensure its full compliance, by coordinating audits, submitting tax returns and ensuring all other lodgements are properly up to date.

More on Self-Managed Super Funds

Investment advice and execution
We will transact and implement on your instruction, and/or on your behalf. We remove the hassle and relieve you of the administrative burden.

Estate Planning
We will work with you to ensure that all of your financial assets – not just those included in your Estate – are organised in a tax effective way, and that in the event of your incapacitation or death, your assets are passed on to your intended heirs.

More on Estate Planning

Personal risk insurance
Life doesn’t always go to plan…

We can help you understand your personal circumstances, so that you can make an informed choice that’s right for you and your family.

More on Insurance

Contact Us

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McEwen Investment Services

4/53 Grandview St
McEwen Investment Services Sydney North Shore