As a boutique practice we offer a highly-personalised service to our select clients – one that's tailored to each client's unique circumstances and requirements and delivered with care and precision.

ICG Financial Planning

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Client Services Manager

Wealth Management Administration Team Leader

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Mutual Trust provides integrated wealth and professional services to some of Australia's most successful families, family businesses, trustees, not-for-profits and individuals.  We build purposeful, long-term relationships with our clients to help preserve their wealth for future generations and their communities.Building and sustaining significant family wealth and values does not just happen. It takes careful planning and deep engagement across generations.  We work with our clients to establish a clear vision, shared passion and definition for the purpose of their wealth. With this focus and alignment, we help to protect and grow wealth for generations to come.Initially founded in 1921 by William Lawrence Baillieu (W.L. Baillieu) and his four brothers as a vehicle to provide accounting and trustee services for the Baillieu family, Mutual Trust has grown and evolved over the years to meet the needs of a changing world. In 2017, following the union of Mutual Trust and The Myer Family Company Limited (MFCo), Australia's largest multi-family office was formed.We are a purpose-led organisation.  Our Purpose is to help families achieve what matters most.  We pride ourselves on:- Caring for our families, our people and communities, not just their finances- Delivering what they require under one roof- Providing pre-eminent independent advice- Enabling our families to have a positive impact on societyWe do this with people who are excellent, heartfelt, inspiring and principled.In doing so, we will be the exceptional Multi-Family Office.Mutual Trust has 200 employees and four offices nationally and is the trusted partner to many of Australia's wealthiest families and individuals.

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Mutual Trust Pty Ltd

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Nexia Edwards Marshall is part of a leading global network with over 600 offices across more than 120 countries. No matter what your goals are - we have the local skills, national depth, global reach, and overall experience to get you there.Offering a carefully integrated suite of services, encompassing Advisory, Tax and Audit, Nexia Edwards Marshall has over 30 sector specialties, from property and construction, healthcare, professional services and many more. Our clients range from small to medium enterprises (SMEs), large private company groups, For Purpose (Not-for-profit) entities, subsidiaries of international companies, publicly listed.Our mission statement:Our purpose is to connect you with your true potential, by giving you the accounting insight, advice, and support you need to navigate to success.When we look at businesses, and the people in them, we see potential. We don't just see where you are, we see where you could be. We don't just see problems, we see opportunities. While we're in the business of accountancy and advice, we're actually in the business of people. We believe that when great people are aligned – great things happen.Our Employee Value Proposition:Potential. We don't just talk about it. We nurture it. Cultivate it. Unlock it. We bring it to life, not just for you, but with you. As a firm, we exist to connect you with your potential. That's the promise we make to our clients. It's the same promise we make to our team. We do this because we believe in pushing the boundaries of personal potential and helping you leave your mark on the world.We are incredibly proud of our values-based culture – prioritising our values over profit margins to make a positive impact. Our teams work with integrity, trust, respect and honesty. We're proud to genuinely support each other and work together to make a positive impact.

Renee Magor

Client Services Manager at ICG Financial Planning

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