McEwen Investment Services

McEwen Investment Services

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Locally and privately owned Financial Planning & Investment specialists providing a boutique service to our clients on the Sydney North Shore.

Aged Care Planning | Financial Advisers Sydney | McEwen 04/12/2023

HELP WHEN YOU NEED IT MOST 🌟 Moving a loved one to permanent aged care is an emotional time for families. You may feel like you carry an overwhelming weight of responsibility to make the best decisions. Seeking practical advice from an experienced aged care financial adviser is essential. We will equip you with the facts for your situation, help you understand the possibilities and guide you through the process. The more informed you are, the more control you have about the choices ahead. Learn more at

Aged Care Planning | Financial Advisers Sydney | McEwen Our accredited aged care advisers will help you achieve clarity and choice over aged care decisions.

Voice of experience: Gwenda Darling - living with dementia 01/11/2023

Ideas for improving the aged care resident experience 🌟

In this video, Gwenda Darling, who lives with a form of dementia, shares her thoughts and observations for improving the resident experience in permanent care facilities. Gwenda has some brilliant ideas, including simple steps families and carers can take to improve the quality of life for older people living in aged care.

If you have a family member living in an aged care facility, or if you're exploring aged care options, you will want to watch this.

View the full seven-minute video on YouTube video at

Voice of experience: Gwenda Darling - living with dementia Listen to the voices of experience – like Gwenda – who lives with dementia and knows how good design leads to meaningful change.Find out more: https://www.he...

Photos 14/10/2023

There is zero truth to the old saying: "You can't teach an old dog new tricks"! 🐶 👨‍🎓

Learning experiences and opportunities come in all shapes and forms. All we need to do is be open to them.

Photos 07/10/2023
Government pushes on with new super tax | McEwen 05/10/2023

New tax on high super balances progressing

Amidst general support for reducing tax concessions on large super balances, a number of key aspects remain controversial as Treasury invites final submissions. Read more at

Government pushes on with new super tax | McEwen Amidst general support for reduced tax concessions on high balances, controversial aspects remain unchanged

Effective estate planning brings peace of mind | McEwen 04/10/2023

Estate planning is for everyone, regardless of age or wealth. Effective and thorough estate planning gives you control, minimises uncertainty and protects those left behind. To learn more, including what you need to be thinking about, visit

Effective estate planning brings peace of mind | McEwen Organising your affairs isn’t as hard as you think, and your family will thank you for it.

Photos 30/09/2023

Age has a way of shifting perspective, that's for sure!

All you need to know about probate in NSW | McEwen 27/09/2023

PROBATE ⚖️

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? Learn more at

All you need to know about probate in NSW | McEwen Learn more about probate - what is it, how do you know if you need it and how is it granted?

Photos 23/09/2023

Do you ever stop to wonder what it might be like outside your comfort zone?

Super is a tax-effective way to save for retirement | McEwen 14/09/2023

Super is a tax-effective way to save for retirement.

To learn more about the tax concessions that apply to all stages of your super journey and what to bear in mind when deciding on how much you want in super, visit

Super is a tax-effective way to save for retirement | McEwen Learn more about the tax concessions that apply to all stages of your super journey

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Location

Telephone

Address


Unit 4, 53 Grandview Street, Pymble
Sydney, NSW
2073

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm