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Your Partners in
Wealth and Legacy

Mackay Private Wealth HR 5 scaled

Family is at the heart of
everything we do.

Brothers Sam and Will Mackay understand that true wealth is measured not just in numbers, but in the values, security and opportunities passed from one generation to the next. With over 30 years’ combined experience and more than seven years’ dedicated tertiary study each, they have built a practice grounded in education, ethics and care. When you work with Sam and Will, it’s their family standing shoulder to shoulder with yours – protecting today, planning for tomorrow, and building a legacy that lasts for generations.

Sam Mackay

Principal Adviser

Sam’s extensive experience with leading financial institutions has shaped his advanced skills in advising clients.

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Will Mackay

Principal Adviser

Starting his career during the Global Financial Crisis, Will witnessed firsthand the lessons of resilience and discipline.

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Read Market Insights, Updates
& Quarterly Reports.

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  • Quarterly Investment Report

Quarterly Investment Report – July 2025

The first quarter of 2025 brought a notable shift in market conditions, driven by renewed geopolitical tension, shifting policy expectations, and deteriorating investor sentiment. In this environment, it’s easy to focus on what can go wrong. But extreme pessimism often signals a turning point.

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  • Quarterly Investment Report

Quarterly Investment Report – April 2025

The first quarter of 2025 brought a notable shift in market conditions, driven by renewed geopolitical tension, shifting policy expectations, and deteriorating investor sentiment. In this environment, it’s easy to focus on what can go wrong. But extreme pessimism often signals a turning point.

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  • Market Update

Market Update – Tariff Shock

The long-anticipated tariff announcements have finally landed, and markets wasted no time in responding. Framed as the Trump administration’s first major shift in trade policy, the move aims to bring manufacturing back to the US, but not without ruffling feathers among key trading partners.

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  • Market Update

Market Update – Q&A on Recent Volatility

Given recent market movements, we want to provide some context on what’s happening and answer some questions that you may have. While headlines may appear unsettling, it’s essential to remain focused on broader market trends and opportunities.

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Our Values Guide Us

Our family-based values are the quiet principles behind every decision we make. These foundations guide how we serve clients, how we think about legacy, and how we build enduring relationships that span generations.
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Longevity

We help you build and protect multi-generational wealth, with foresight, structure, and purpose.

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Integrity

Your interests come first. Our transparent and aligned approach ensures clarity, trust, and accountability in every decision.
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Bespoke Care

Your goals, values, and legacy are unlike anyone else’s – and so is our advice.
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Stability

Family-owned and led by twin brothers, we offer consistency and long-term commitment that transcends market cycles.
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Exclusivity

We intentionally work with a limited number of clients to provide unmatched attention and preserve the integrity of our high-touch model.

Meet Our Independent Advisory Board

The role of the Mackay Private Advisory Board is simple – to enhance our strategic thinking, deepen our perspective, and ensure our advice reflects global best practice. While you’ll always work directly with our founders, the insights of our board are embedded in everything we do, giving you a depth of thinking few boutique firms can match.

Jamie Nicol

Advisory Board Member

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Daryl Wilson

Advisory Board Member

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Brendon Alford

Advisory Board Member

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Sam Mackay – Principal Adviser

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Focus

Sam specialises in structuring, strategic planning and multi-generational investment management. He is known for his clear, transparent communication style, helping clients understand strategies and make confident decisions.

Background

Sam’s extensive experience with leading financial institutions has shaped his advanced skills in advising clients with complex financial needs, across generations and entities.

Education

CERTIFIED FINANCIAL PLANNER®, Bachelor of Business (Finance, Funds Management extension), Advanced Diploma of Fin Planning, Accredited Derivatives Adviser Level 1, Accredited Margin Lending Adviser
For a confidential discussion about how Mackay Private can help you and your family, please contact Sam directly at sam.mackay@mackayprivate.com

Will Mackay – Principal Adviser

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Focus

Will specialises in investment management, strategic planning and superannuation. Clients value Will’s proactive, diligent and trustworthy advice, with a global perspective on direct and managed investments.

Background

Starting his career during the Global Financial Crisis, Will witnessed firsthand the lessons of resilience and discipline. His experience across funds management and private wealth equips him to help clients protect and grow their wealth through every cycle.

Education

CERTIFIED FINANCIAL PLANNER®, Bachelor of Business (Finance, Funds Management extension), Advanced Diploma of Fin Planning, Accredited Derivatives Adviser Level 1 & 2
For a confidential discussion about how Mackay Private can help you and your family, please contact Will directly at will.mackay@mackayprivate.com

Jamie Nicol

Advisory Board Member

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Jamie is the Chief Investment Officer of DNR Capital, which he co-founded in 2001.

Jamie has over 30 years equity market experience both domestically and abroad, working in various roles including, Chief Investment Officer, Head of Research and Senior Accountant.

Jamie has been a key contributor to the success of DNR Capital, through the implementation of a clear investment philosophy and rigorous process for stock selection and portfolio management.

DNR Capital has grown to be one of Australia’s leading investment managers, with over $5 billion under management, delivering client-focused, quality, investment solutions to institutions, advisers and private investors.

Daryl Wilson

Advisory Board Member

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Daryl is a regular commentator within investment markets and the Co-Portfolio Manager of Affluence Funds Management, which he founded in 2015.

Affluence manage several funds across a number of strategies, including multi-asset, smaller companies and listed investment companies. Daryl and his team implement a values-based approach to investing which has provided superior risk adjusted returns since inception.

Prior to establishing Affluence, Daryl was a director of Cromwell Property Group (CMW.ASX) for over 15 years, including the role of Chief Financial Officer. From 2008 to 2015, he was responsible for Cromwell’s unlisted funds management business, which managed over $1 billion of investor funds.

Brendon Alford

Advisory Board Member

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Brendon is a highly experienced Investment Consultant with a wealth of experience spanning two decades in the investment industry. With a track record of success, he has honed his expertise in navigating the complexities of financial markets and investments. Over the past 20 years, he has served as a trusted advisor to clients including high-net-worths, and institutional investors.

For the past decade, Brendon has held senior roles at Quilla Consulting and Whitehaven Private Portfolios. His strategic insights and keen market analysis have earned him a reputation for delivering exceptional results and building long-lasting relationships.

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