Vermilion Wealth Advisory · Sydney & Parramatta
Financial advice,
introduced with care.
Financial advice is provided by MGB Financial Services. Vermilion makes the introduction and does not give the advice.
Advice provided by
MGB Financial Services Pty Ltd
Authorised Representative
No. 428617
Part of the Charter network
AFSL 234665
Meetings
Sydney, Parramatta or video
Vermilion introduces clients and does not hold an Australian financial services licence. Financial Services Guide
Financial advice
A calm, considered start to financial advice.
All financial advice is provided by MGB Financial Services Pty Ltd (ABN 71 142 178 185), Authorised Representative No. 428617 of Charter Financial Planning Limited (ABN 35 002 976 294), Australian Financial Services Licensee and Australian Credit Licensee No. 234665. Vermilion arranges a private consultation. The pages linked from here are general information about the subjects, the people they are written for, and the steps.
This website contains information that is general in nature. It does not take into account the objectives, financial situation or needs of any particular person. You need to consider your financial situation and needs before making any decisions based on this information.
Financial services
Retirement, wealth, protection and family affairs
01Retirement planning
How super and savings can support life after work.
Learn more- 02
SMSF advice
Self-managed super advice in Sydney, provided by MGB Financial Services.
Learn more - 03
Wealth management
Saving, investing and cash flow, in plain language.
Learn more - 04
Personal insurance
Cover for income and family if work or health changes.
Learn more - 05
Financial planning for doctors
Planning for doctors and medical specialists.
Learn more - 06
Estate planning
Estate planning with specialist legal partners.
Learn more - 07
Private clients
Planning for families with trusts, companies and more than one generation.
Learn more
Who we help
Who we help
The introduction is for people who want to talk about their own affairs. Reading a page does not create a client relationship, and it does not mean the practice can advise on every question.
Families
Households raising children or supporting parents, who want super, insurance and savings to be considered together. Conversations can include protecting income for the people who depend on it.
Doctors and medical specialists
People in medicine whose income, insurance and super questions do not follow a single salary. Meetings can be arranged around a roster. The page does not arrange loans.
Business owners
Owners whose personal wealth is tied up in a business, with uneven income and super, insurance and succession questions alongside it. Tax and legal work stay with your accountant and lawyer.
High net worth and ultra high net worth individuals
Private clients whose affairs already involve more than one account, and families whose wealth sits across entities and more than one generation. Structures are described in general terms.
Family offices
Families who want financial advice kept apart from legal documents and tax work. Estate planning is with specialist legal partners. Vermilion does not give legal advice.
People approaching retirement
Households asking when superannuation can be used, and what income in retirement might involve. The figures on that page are general. They need to be checked against the current rules.
How it works
Three steps, from a conversation to written advice
- 01
A private conversation
You book a free initial 15-minute chat with Vermilion. It is general, it is not personal advice, and you can stop after it.
- 02
An introduction, if you want one
If you ask, Vermilion passes your enquiry to MGB Financial Services, which explains the scope and the fees before personal advice is prepared.
- 03
Advice in writing
If you proceed, MGB Financial Services documents personal advice for you to read before you act. Reviews follow only where you agree them.
Sydney and Parramatta
Meetings, by area
In person in Sydney, Parramatta, the North Shore, the Eastern Suburbs or the Hills District, or by video.
Questions
Frequently asked
Who provides the financial advice?
MGB Financial Services Pty Ltd, Authorised Representative 428617 of Charter Financial Planning Limited, AFSL and Australian Credit Licence 234665. Vermilion introduces clients. Vermilion does not hold an Australian financial services licence and does not give the advice.
What does a private consultation cover?
It is a conversation about the introduction you want. It is not personal advice. If you ask, Vermilion can pass the enquiry to MGB Financial Services, which explains scope and fees before any advice is prepared.
Where are meetings held?
In person in Sydney, Parramatta, the North Shore, the Eastern Suburbs or the Hills District, or by video. No street address is published on this website.
Begin with a conversation
Book a free initial 15-minute chat
The free initial 15-minute chat is a conversation about an introduction to MGB Financial Services. It is not personal advice, and you can stop after it. If you go further, MGB Financial Services explains the scope and the fees before any advice is prepared.