FAMILIES & INDIVIDUALS

GROWTH PLANNING AND RETIREMENT

There is no such thing as a typical family. We know from experience that every family and every individual within a family is unique and has different aspirations and motivations. Some want to reap benefits, others want to grow what they have. Wealth creation and preservation requires specialist advice and planning. Whether our clients’ wealth is newly created or the end of a growth cycle, we provide a level of service distinguished by discretion and advice, guided first and foremost by what matters most to our clients.

SMSF TRUSTEES

FULL SERVICE INVESTMENT ADVISORY

With retirement control comes responsibility. You have the flexibility to alter the investment strategy of the fund as required to meet the changing needs of some or all members of your fund. You can choose to increase your funds activity or under take asset allocation to suit what you want. Its something we encourage our clients to do. Whilst we are you Investments markets partners and advisory team, forming a long term investment strategy that is agile and suit to you and your SMSF beneficiaries family.

FAMILY BUSINESSES

GENERATIONAL PLANNING AND ADVISORY

Seventy percent of Australian businesses are owned by Australian families. A family business can be diverse and vary in size, sector with a range of structures. We provide expert commercial advice on a range of functions for private businesses including selling, succession planning, changes in operating models or expanding a business. Our integrated consulting model draws on Mutual Equity’s specialists across a range of services to ensure a seamless end-to-end service that helps our clients achieve their goals.

CORPORATE

CORPORATE FINANCE

Mutual Equitys' experienced corporate finance team provides quality independent advice to our corporate clientele across Private, Listed and international corporations. Mutual's particular area of specialty is the Non-bank finance and mid market sector, where we have specific in house expertise. We also work with corporate clients in the emerging industrials space.
Our capability in this area is matched by our extensive institutional reach in Australian and international markets.

ABOUT OUR TEAM

Advice is our only business. Our business model ensures our sole focus is to achieve the best possible outcomes for our clients. Whilst we also invest our wealth in our own investment portfolio's. We are solutions focused with a detailed eye on risk mitigation. 

Our team is a collaborative group who strive to provide clients with full service financial services, personalised strategies, as a transparent, and collaborative approach to educate and empower to accelerate financial success.