Award Winning
115 + Years
50 Maximum Clients
Digital Marketing by BAMBRICK
Award-Winning Wealth Management Services
Mackay Private Pty Ltd holds an Australian Financial Services Licence No.534073
Unlock Your Financial Potential With Mackay Private
Mackay Private brings extensive experience and unparalleled stability to their clients, predominantly comprising individuals and families with investment assets of at least $1 million.
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Build Wealth & Achieve Financial Freedom
Our tailored processes ensure clients effectively build and protect their wealth, setting them up for long-term financial success.
Enjoy freedom and flexibility in life with confidence in your financial future.
Reach
Your Goals
We craft custom, comprehensive financial plans designed not only to reach your goals but to expedite the journey.
Entrust us with your wealth management, relieving you of financial worries and administrative burdens.
Secure Your Financial Future
Start securing your financial future today with tailored advice that transforms your wealth position over time.
Our clients embrace security and excitement over their financial futures.
Embrace Your Well-Earned Lifestyle
You've worked hard for your money-now, truly enjoy it and the life it's helped you create.
A financial wealth plan aligned with your goals enables you to relish the life you've earned with unwavering confidence.
Secure your financial future with personalised expert advice
OBLIGATION FREE
“Will and Sam have been incredibly helpful and professional in assisting us with our financial needs. They have shown great respect for both of us as individuals and have effectively communicated their recommendations to improve our finances for a more stress-free retirement. We are extremely grateful for their expertise and guidance.”
~ Rob & Linda
Incredibly Helpful & Professional
Very Thorough & Flexible
~ Tom
“Will and Sam have been excellent to work with. We engaged Mackay Private to assist with managing our finances across our family and business interests. They have great deal of experience and knowledge across many areas of investment and financial advice. They have been very thorough and flexible with understanding our needs and I feel like they provide a highly professional but also personal service.”
Outstanding Ability To Meet Our Specific Needs
~ Jane
“We've been with Mackay Private for four years and can vouch for Sam and Will's outstanding ability to meet our specific needs. They offer a comprehensive service across three generations of my family, including my daughter as she begins her investment journey. We all feel well-informed and confident in our financial future.”
We Let Our Clients Do The Talking
PROVEN EXCELLENCE
Our Results
99% Client Retention
9.5/10 Satisfaction Score
PROTECT & GROW
Our Services
Wealth
Management
We tailor solutions to protect and grow your wealth globally, optimising your portfolio for maximum returns.
Family Office
& Advisory
We provide tailored solutions for families, collaborating closely with all stakeholders to secure your financial future.
Financial
Planning
We prioritise a comprehensive strategy to help clients achieve their goals faster and with less stress, covering investment portfolio management, strategic advice, retirement planning, and superannuation.
Retirement &
Transition Planning
Our retirement planning aims to optimise your financial standing before and during retirement, offering ongoing support for confident decision-making throughout the transition and beyond.
Superannuation & Pensions, including Self Managed Super Funds
We use superannuation tax advantages to optimise our clients' wealth, customising contribution, investment, and withdrawal strategies for maximum accumulation.
Investment
Portfolio Management
Our structured investment management approach helps clients reach financial goals while matching risk tolerance and preferences. Tailoring strategies to individual needs, we aim to optimise returns while reducing risk.
Secure your financial future with personalised expert advice
OBLIGATION FREE
Advisory Board Quarterly Update
Gain valuable insights into the current state of the market as Damien Hennessy, Head of Asset Allocation at Zenith Investment Partners and esteemed member of our Advisory Board, shares his expertise and perspectives in our most recent quarterly update.
Principal Advisers
With 30+ years of industry experience, Sam and Will Mackay, are the twin brothers behind Mackay Private. With a background in private banking, Sam and Will bring extensive experience and unparalleled stability to their clients.
Sam Mackay
With extensive experience at leading institutions such as Macquarie Bank and Commonwealth Bank of Australia, Sam excels in advising clients with complex financial needs such as strategic planning, investment management, and multi-generational wealth structuring.
Education
CERTIFIED FINANCIAL PLANNER® (CFP®), Bachelor of Business (Finance, Funds Management), Advanced Diploma of Financial Planning, Accredited Derivatives Adviser Level 1, Accredited Margin Lending Adviser.
Will Mackay
Will has a successful background in Funds Management and Private Wealth with Macquarie Bank, specialising in investment management, strategic planning, and superannuation.
Education
CERTIFIED FINANCIAL PLANNER® (CFP®), Bachelor of Business (Finance, Funds Management), Advanced Diploma of Financial Planning, Accredited Derivatives Adviser Level 1 & 2.
Secure your financial future with personalised expert advice
OBLIGATION FREE
Always Displayed The Utmost Integrity, Professionalism & Competency
~ Les
“My wife and I have entrusted Mackay Private with the management of our family Superannuation Fund. Such trust is only earned, not assumed. In all our dealings with Will and Sam, they have always displayed the utmost integrity, professionalism and competency. They have unquestionably earned our trust in this important area of our lives.”
Always Put The Client's Best Interest First
~ James
“Sam and Will have been managing my family groups wealth for almost a decade now. Firstly, at CBA then Macquarie and now under their own Private Wealth Adviser firm. This move has made them more responsive and flexible to my family's needs and couldn't have come sooner. They as advisers, have always put the client's best interest first and more than that, look to optimize the best outcomes for their clients. Lastly, they are able to easily explain financial concepts to us when required. Highly recommend their services.”
Knowledgeable, Professional & Personable
~ Kurt
“I have been very happy with my dealings with Will and Sam at Mackay Private. They are both knowledgeable, professional and personable. They have been very thorough in the development of structure and investment plans for a couple of different entities and flexible to changing circumstances. I would have no hesitation in recommending Mackay Private.”
What You Will Receive In The Introductory Call
We take the time to learn your financial goals and discuss our bespoke services.
Explore Your Current Financial Landscape
Uncover Your Financial Objectives for Growth
Discuss How We Can Craft Personalised Strategies & Secure Your Financial Future
Secure your financial future with personalised expert advice
OBLIGATION FREE
Explore Your Current Financial Landscape
Uncover Your Financial Objectives for Growth
Discuss How We Can Craft Personalised Strategies & Secure Your Financial Future
Why Choose Mackay Private
Tailored guidance to empower your financial journey. We genuinely care about our clients and value the relationships we have built over the years. Our success is gauged on our clients’ success and happiness.
Access
Access industry experts, cutting-edge software, extensive research, and exclusive opportunities through Mackay Private.
Harness the collective expertise of our Advisory Board and more.
Trustworthy Stability
Our privately owned firm, ASIC licensed,
offers unparalleled stability.
Trust in our commitment to confidentiality, transparency, quality, and client-centric
service for your financial security.
Industry Leading Excellence
Access award-winning expertise and
cutting-edge solutions with Mackay Private.
Trust in our proven track record of
success and innovation to guide your
financial journey.
Secure your financial future with personalised expert advice
OBLIGATION FREE
Non-compliant Self Managed Super Fund
Challenges:
Assets in personal name
Excess leverage
Lack of diversification
Adviser passed away
Objectives:
Enjoy a comfortable and stress-free retirement
Have a sufficient investment income to meet your lifestyle expenses of $150,000 per annum
Reduce liabilities
Review investment portfolios in Super & non-Super, totalling $6,505,561 with $2,068,567 margin loan
Review SMSF compliance issues
$73,654 cost saving
Outcome:
$51,129 additional income per annum over five years
Less administration
$430,790 increase to net asset position over five years
Peace of mind
Best Client Outcome IFA Awards 2022
Mackay Private Client Case Study
Solutions
Debt Management: Mackay Private refinanced their existing loans, establishing a three-year repayment plan to reduce interest costs and streamline their financial commitments.
Tax Efficiency: Mackay Private utilised available superannuation catch-up contributions and employed the bring-forward rules to move more than $1 million into superannuation, thereby reducing tax liabilities and improving after-tax returns on capital.
Investment Strategy: Mackay Private diversified their investments across a broad range of asset classes, aiming to improve the income and capital stability of the portfolio to better support their retirement needs.
Simplification of Finances: Mackay Private reduced the ongoing administration burden by consolidating accounts and closing the Self-managed Super Fund (SMSF) in favour of personal superannuation accounts.
Asset Structuring: Mackay Private reorganised their assets into more tax-efficient structures to enhance their after-tax income during retirement.
Private Portfolio Tool
Market leaders in private portfolio management technology, we make managing your wealth hassle free.
Harnessing Innovative Technology: Our proprietary Private Portfolio Tool (PPT), powered by MSCI, revolutionises portfolio management by providing forward-looking risk and return data.
Secure your financial future with personalised expert advice
OBLIGATION FREE
Real-time Insights, Hassle-free Management: Gain unparalleled access to real-time portfolio data and insights, ensuring informed decision-making and hassle-free wealth management.
Market-Leading Technology: As pioneers in private portfolio management technology, we pride ourselves on offering industry-leading solutions that simplify the complexities of wealth management and financial planning.
“My wife and I have entrusted Mackay Private with the management of our family Superannuation Fund. Such trust is only earned, not assumed. In all our dealings with Will and Sam, they have always displayed the utmost integrity, professionalism and competency. They have unquestionably earned our trust in this important area of our lives.”
~ Mr & Mrs H
Meet The Advisory Board
The Mackay Private Advisory Board (MPAB), composed of independent experts, directs our investment approach. The primary objective of the Advisory Board is to set dynamic asset allocation targets within our portfolios, which is crucial to their performance - with research indicating that asset allocation influences up to 90% of a portfolio's results.
The Advisory Board also offers clients timely market insights, identifying opportunities and risks in the current environment.
Daryl Wilson
CEO & Portfolio Manager
Affluence Funds Management
Jamie Nicol
Director &
CIO DNR Capital
Damien Hennessy
Head of Asset Allocation
Zenith Investment Partners
Elevate Your Financial Journey with Mackay Private
Secure your financial future with personalised expert advice
OBLIGATION FREE
All rights reserved 2024 Mackay Private
Mackay Private Pty Ltd trading as Mackay Private authorised corporate representative of Mackay Private Partners Pty Ltd, Australian Financial Services Licence No.534073. Sam Mackay and Will Mackay are authorised representatives of Mackay Private Partners Pty Ltd.
MAKE YOUR MONEY WORK FOR YOU
Brisbane’s Award Winning Wealth Management & Financial Planning
With extensive experience and unparalleled stability, Mackay Private’s personalised wealth management strategies are aimed to maximise your investments and secure your financial future.
Superannuation and pensions, including Self Managed Super Funds (SMSF)
Investment portfolio management - listed and unlisted
Strategic advice and structuring
Retirement and transition planning
Secure your financial future with personalised expert advice
OBLIGATION FREE
My position has gone from strength to strength thanks to their professionalism, knowledge and trust. I highly recommend Mackay Private to all potential clients.
~ Christine
9.5/10 Client Satisfaction Rate
Multiple Industry Awards
99% Client Retention Rate
Limit of 50 Clients Per Adviser
Sam & Will Mackay
Winner of IFA Excellence Award 2022, 6 Industry Leading Award Nominations
Combined Experience Across the Advisory Board & Advisers
Clients Served by Each of our Advisers
Rate Year-on-Year,
we build relationships that last
Placing Mackay Private in the Top Quartile Within the Industry
WATCH NOW
Privately owned and trusted, giving you confidence for the future
Reach Your Goals
Secure Your Financial Future
Award Winning
Winner of IFA Excellence Award 2022, 6
Industry Leading
Award Nominations
115 + Years
Combined Experience Across the Advisory Board & Advisers
50 Maximum Clients
Clients Served by Each of our Advisers
99% Client Retention
Rate Year-on-Year,
we build relationships that last
9.5/10 Satisfaction Score
Placing Mackay Private in the Top Quartile Within the Industry
Damien Hennessy
Head of Asset Allocation
Zenith Investment Partners
Daryl Wilson
CEO & Portfolio Manager
Affluence Funds Management
Jamie Nicol
Director &
CIO DNR Capital
9.5/10 Client Satisfaction Rate
Multiple Industry Awards
99% Client Retention Rate
Limit of 50 Clients Per Adviser
Brisbane’s Award Winning Wealth Management & Financial Planning
MAKE YOUR MONEY WORK FOR YOU
9.5/10 Satisfaction Score
Placing Mackay Private in the Top Quartile Within the Industry
Start securing your financial future today with tailored advice
that transforms your wealth position over time.
Our clients embrace security and excitement over their financial futures.
You've worked hard for your money-
now, truly enjoy it and the life it's
helped you create.
A financial wealth plan aligned with your goals enables you to relish the life you've earned with unwavering confidence.
We Let Our Clients Do The Talking
MAKE YOUR MONEY WORK FOR YOU
Brisbane’s Award Winning Wealth Management & Financial Planning
With extensive experience and unparalleled stability, Mackay Private’s personalised wealth management strategies are aimed to maximise your investments and secure your financial future.
Superannuation and pensions, including Self Managed Super Funds (SMSF)
Investment portfolio management - listed and unlisted
Strategic advice and structuring
Retirement and transition planning
Secure your financial future with personalised expert advice
OBLIGATION FREE
My position has gone from strength to strength thanks to their professionalism, knowledge and trust. I highly recommend Mackay Private to all potential clients.
~ Christine