Sam Mackay

Mackay Private Wealth

Platinum

13 Yrs Experience

Brisbane City, QLD 4000

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I’m a Director at Mackay Private Wealth, a specialist firm working with high‑net‑worth clients who value exceptional advice, highly personalised service and absolute confidentiality.

My approach is clear and transparent. I focus on cutting through complexity so clients understand their options and can make confident, well‑informed decisions.

I’ve twice been named a finalist for Investment Adviser of the Year at the IFA Excellence Awards, recognition I value because it reflects long‑term trust and strong client relationships.

Superannuation
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Shares & Investments
Complex Investments
Tax Strategies
Growing Assets
Wills & Estates

5.00 October 2018

Always astute advice and his team approach is beneficial for me as I need a personal service.

5.00 October 2018

Sam has been nothing but perfect in delivering his investment advice to my wife and I over the years. He is always clear in delivering his advice to us in a way we can both understand. Sam always takes the time to ensure we are comfortable with our portfolio's strategy and any changes that get made throughout the year. Sam has helped us map our our retirement plan with clear, understandable advice whilst being across all current investment markets, themes and news. I would highly recommend Sam as an adviser.

5.00 May 2018

Sam provided me with a full range of investment services including stockbroking, financial planning and superannuation strategy advice. He considers your personal and financial goals holistically and provides a comprehensive strategy to meet those goals over the long term.

5.00 May 2018

Refreshingly genuine and professional, complimented with his experience and premium industry accreditations, Sam is always a pleasure to deal with and has grown my financial portfolio whilst meeting my risk expectations.

5.00 May 2018