5 Reviews

Sam Mackay

Mackay Private - Wealth Management

Platinum

12 Yrs Experience

Brisbane City, QLD 4000

About Sam
Reviews
Work history & education
Leave a review
Get in touch
Back to search results

I am an experienced, qualified and registered financial adviser with a diverse client base.

I work with high-net-worth individuals and families requiring a high service standard. I have the experience, skills, and frameworks to advise these clients, often with complex financial needs.

Day-to-day, I advise on structuring, strategic planning (inc. superannuation), and investment strategies, including the ongoing management of model portfolios for private clients and MP online service.

Clients say I am a trustworthy and caring expert; my point of difference is a willingness to understand and connect with them.

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

Sam consistently meets my investment and strategic advice needs. He is a trustworthy adviser.

Adviser status Platinum
Rating 5.00
Number of reviews 5
First year providing advice 2013
Years of experience 12
Highest qualification
- Certified Financial Planner (CFP)
Language spoken
- English

Mackay Private - Wealth Management

Level 6, Emirates House, 167 Eagle St
Brisbane City, QLD 4000

8:00am – 5:00pm Monday – Friday

Mackay Private Partners Pty Ltd

AFSL 534073

Sam Mackay

Mackay Private - Wealth Management

Expertise

My fees

Recent reviews

At a glance

Mackay Private - Wealth Management

Opening hours

Licensed by

Mackay Private Partners Pty Ltd