Your investment and wealth management consultancy of choice

Mavin Advisory Group  is a specialist investment and wealth management consulting firm that provides tailored solutions to meet the unique needs of its clients. Founded in 2019  by industry experts with a deep understanding of the evolving financial landscape, Mavin delivers compelling insights and innovative solutions to help clients achieve their strategic goals.

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Your investment and wealth management partner

Leveraging our breadth of experience and capabilities, we support our clients in true end to end delivery.

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Corporate, Product & Distribution Advisory

At Mavin we leverage extensive industry experience to help you optimise your corporate, distribution and product strategies. We work closely with you to define your goals and provide you with a road map to implement strategies to optimise your growth opportunities.

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Operational & Risk Advisory

At Mavin our goal is to work closely with you to optimise your operating model, crafting customised and pragmatic solutions that elevate productivity, operational excellence and risk mitigation.

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Execution Excellence

At Mavin we work closely with you to define your initiatives and execute into successful outcomes. We provide the delivery and functional expertise to govern and implement change through design, build, test and benefit realisation.

Our purpose

To be the catalyst for positive change, supporting our clients on their transformational journey.

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Why we are different

Having worked in organisations like yours we understand the pressures of running a business, know the challenges of delivering change and what is required to stay ahead of the competition. We pride ourselves on rolling up our sleeves, working openly and collaboratively to deliver outcomes for our clients. We hold ourselves accountable for what we deliver.

We differentiate ourselves by being the only consultants providing a combination of:

- True end to end capability with pragmatic and executable advice

- Exclusively Investment and Wealth management practitioners

- A permanent resource model with deep industry experience

- Access to global best practice via global partnerships

- Offering a notably more cost effective option than other consulting firms



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Experience Matters

When transforming your business having a trusted partner with experience matters.

Knowledge

​Our people are exclusively investment and wealth management practitioners with highly trusted market reputations and an average experience of over 20 years.

End to End

Our experience enables us to offer clients a true end to end suite of services, unique in the Australian market.​

Integrity

Trusted by many of the top investment and wealth managers. Our current clients range from global organisations, superannuation funds through to boutique investment managers.

Partnership

At Mavin we are invested in the success of our clients. Retained by 90% of clients past the initial engagement reflecting the quality of our work and support we provide.

Founder at Future Tech Labs

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Linh Nguyen

Founder at Future Tech Labs

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"Mavin truly brings something different to the table"

Grant Proctor - Partner

Meet the partners

Our leadership consists of industry experts with a deep understanding of the ever evolving financial landscape.

Greig Nicholson
greig.nicholson@mavinadvisorygroup.com
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Philip Hope
philip.hope@mavinadvisorygroup.com
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Grant Proctor
grant.proctor@mavinadvisorygroup.com
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Our core values act as a moral compass

By aligning our culture and behaviour with our values, we foster an environment of integrity, diversity, collaboration, and aspiration; enabling us to consistently deliver on our purpose and create a meaningful and lasting impact.

Guidelines for
Ethical Excellence

Explore Mavin's Code of Conduct, a testament to our unwavering dedication to integrity and professionalism. These guidelines set clear expectations, ensuring our actions resonate with our purpose, values, and policies.

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