Mancell Financial Group
Financial Services - Burnie, TAS, AU
Mancell Financial Group Employees
Mancell Financial Group Details
Mancell Financial Group was founded in February 1980. We have helped individual and corporate clients achieve their financial goals for over 40 years by adopting the latest academic, market and legislative research. Wholly owned by our founders. Unlike other institutionally owned financial planners we do not act as a sales force for specific investment products.We take a passive asset class approach to investment; this lowers fees and taxes while removing guesswork from the investment process. The asset class investment approach means client portfolios are based on decades of academic research.Our services cover the following areas:InvestingSuperannuation and retirement planning (including Self Managed Super)Access to Centrelink entitlements and other social security benefitsAdvice with redundancy Advice on asset ownership structuresMinimising capital gains tax on the sale of assets Cash flow, budgeting and debt managementSolutions for life, income, disability and illness insuranceBusiness valuation assessmentsBusiness management issues and succession planning Establishing charitable trusts and foundations Today, MFG oversees more than $400 million for our firm's clients. We are licensed to the privately owned FYG Planners Group which has nearly $4 billion in funds under management.
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