McEwen Investment Services

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

HELP WHEN YOU NEED IT MOST ๐ŸŒŸ Moving a loved one to permanent aged care is an emotional time for families. You may feel l...
04/12/2023

HELP WHEN YOU NEED IT MOST ๐ŸŒŸ 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

Our accredited aged care advisers will help you achieve clarity and choice over aged care decisions.

Ideas for improving the aged care resident experience ๐ŸŒŸ In this video, Gwenda Darling, who lives with a form of dementia...
01/11/2023

Ideas for improving the aged care resident experience ๐ŸŒŸ

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

Listen to the voices of experience โ€“ like Gwenda โ€“ who lives with dementia and knows how good design leads to meaningful change.Find out more: https://www.he...

There is zero truth to the old saying: "You can't teach an old dog new tricks"! ๐Ÿถ  ๐Ÿ‘จโ€๐ŸŽ“ Learning experiences and opportun...
14/10/2023

There is zero truth to the old saying: "You can't teach an old dog new tricks"! ๐Ÿถ ๐Ÿ‘จโ€๐ŸŽ“

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

07/10/2023
New tax on high super balances progressing Amidst general support for reducing tax concessions on large super balances, ...
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

Amidst general support for reduced tax concessions on high balances, controversial aspects remain unchanged

Estate planning is for everyone, regardless of age or wealth. Effective and thorough estate planning gives you control, ...
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

Organising your affairs isnโ€™t as hard as you think, and your family will thank you for it.

Age has a way of shifting perspective, that's for sure!
30/09/2023

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

PROBATE โš–๏ธ Probate is a critical legal step in administering a deceased estate, but itโ€™s not always required. What is pr...
27/09/2023

PROBATE โš–๏ธ

Probate is a critical legal step in administering a deceased estate, but itโ€™s not always required. What is probate, how do you know if itโ€™s needed, and how do you go about getting it? Learn more at

Learn more about probate - what is it, how do you know if you need it and how is it granted?

Do you ever stop to wonder what it might be like outside your comfort zone?
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. To learn more about the tax concessions that apply to all stages of...
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

Learn more about the tax concessions that apply to all stages of your super journey

It's tax time, which means if you're a high-income earner, you'll soon be asked to pay additional tax on your super cont...
31/08/2023

It's tax time, which means if you're a high-income earner, you'll soon be asked to pay additional tax on your super contributions.

โ€˜Division 293 taxโ€™ is designed to make tax on super fairer by reducing tax concessions available to very high-income earners.

To learn who pays it, how itโ€™s calculated and the options available to pay it, visit https://buff.ly/3PkTbZY .

Learn what it is, who pays it, how itโ€™s calculated, and the options for paying any tax owing

Retiring from work is a major life change and many of us underestimate the scale of the adjustment involved. But on the ...
12/08/2023

Retiring from work is a major life change and many of us underestimate the scale of the adjustment involved. But on the other side of that adjustment lies something pretty special, if we look for it.

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

Telephone

+611300623936

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