Who we help

At Mackinder, we serve individuals and families who want more from life – and expect their financial affairs to run smoothly, without surprises.

Our two distinct offerings, Mackinder Private Wealth and Mackinder Advisory, are designed to support clients with clarity, confidence, and care.

Our ideal clients

You’re likely a professional or business owner, aged 45 to 65, married or partnered with children. You value independence, trust, and personalised relationships over institutional advice. You understand that while money isn’t the answer to every challenge, having your financial life in order gives you the freedom to focus on what matters most.

Maybe you’re well versed in financial advice, and you’re yearning for more… a real advisory relationship to establish your own legacy, design a family rule book, or communicate better amongst your family.

Perhaps you’re already experienced with financial advice, but you’re seeking more – a genuine advisory partnership to help you establish your legacy, create a family charter, or foster stronger communication within your family.

Clients specialisations We Work With

  • Medicine and Healthcare
  • Technology and Engineering
  • Construction and Property
  • Media and Communications
  • Finance, Legal and Taxation
  • Manufacturing and Family Business
  • Academia and University Leadership

Real-Life Scenarios We Understand

  • A busy medical professional juggling a demanding career, family responsibilities, and aspirations like holiday homes or sailing trips.
  • A project manager in transition – balancing career shifts, family growth, and interstate responsibilities.
  • A family business owner navigating succession planning, staff turnover, and growth constraints while ensuring financial security for the whole family.
  • A university professor or executive managing research, leadership, and international collaborations – seeking financial clarity and strategic guidance.

No matter your story, we help you navigate complexity, unlock opportunities, and achieve peace of mind.

Ready to take the next step? Contact us today to discover how Mackinder can help you achieve your financial, lifestyle and legacy goals.