Comprehensive Financial Solutions for Small Business Owners and their Staff
Welcome to the partnership between Australian Trainers Association and Mercury Financial Partners, bringing you, the ATA member, a complete suite of financial services tailored to meet the unique needs of small business owners.
Why Mercury?
We are a preferred choice for the Australian Trainers Association members, backed by a proven track record.
Expertise
Decades of experience delivering tailored financial solutions.
One-Stop Shop
Leverage the power of the Mercury machine, by having all your advisory needs met under the one roof.
Customised Solutions
All our advice is tailored to your unique goals & circumstances, not somebody else’s.
Clear Communication
We pride ourselves on being a business that communicates proactively, transparently & clearly.
1
Book a Consult
Start your journey by scheduling a 15-min consultation at a time convenient for you.
2
Identifying where we can help
Our Partnership Manager for the ATA will work with you to understand your needs, and align you to the relevant professionals in our business.
3
Quote for the work involved
Once you've met with the relevant professionals in our business, we'll send through an itemised quote for your review and will only proceed with advice once you've given us the go-ahead.
4
Implementation & Ongoing Support
We'll move swiftly to implement the advice you need - and will ensure that you have the right level of ongoing support from our business moving forward.
Our Services
Accounting & Tax
Accounting & Tax advisory for individuals, families and business owners.
Cashflow & Budgeting
Analysing income and expenditure to help you manage your money.
Investment Advice
Structuring investment strategies to help you meet your financial goals.
Superannuation & Retirement Planning
Ensuring you have adequate products, invested correctly & have a long-term strategy in place.
Home Loan & Finance
Home Loans and financing solutions.
Conveyancing
Guiding you through the process of buying & selling properties.
Life Insurances
Protecting the current and future financial position of you and your family.
Marketing
Providing a unique approach to marketing & communications support.