Specialists in all aspects of wealth management

You are well looked after.

 

Meridian Wealth Management are specialists in all aspects of wealth management including superannuation, investment and insurance, through to estate planning. We are an Australian boutique financial advisory and wealth management firm located in the Melbourne CBD supporting the needs of clients across Australia and expatriates throughout the world. Since 2004, Meridian Wealth has continued to service and support clients through their life stages and investment journey to help them make the right financial decisions at the right time. We are not a multi-national bank or a massive investment management vehicle, but we are exceptional at what we do and have the experience in doing it for you. When it comes to your money and finances, what could be more important than undertaking a financial review with decisions you make today, for yourself, family, business and your future?

The aim in life is not to die rich. It is to spend as much as you can afford.

Harry Triguboff - Property tycoon, Meriton

Who we advise

Meridian Wealth Management currently advises executives, professional sportspeople & athletes, expatriates, families, high net worth clients, investors and small businesses to protect, grow, manage and distribute their assets. We don’t offer our services to every client, but why not call us to discuss how we can still help on 03 9650 5281.

What we advise on

We provide strategic advice in all areas of financial planning and wealth management. This can be achieved through efficient cashflow management, well researched strategies, the use of structures for control and risk management to protect your lifestyle and financial security. We provide professional and personalised advice on the following:

  • Cash Flow Management
  • Debt Management and Budgeting
  • Superannuation – Personal, Corporate and Employer
  • Self-Managed Superannuation Funds (SMSF)
  • Investment and Retirement Planning
  • Personal and Business Insurances
  • Business Succession Planning
  • Estate Planning
  • Securities (Shares and Managed Funds)
  • Executive Share and Options
  • Portfolio Management
  • Managed Discretionary Account Services (MDA’s)

We can also facilitate access to:

  • Local and International Banking
  • Mortgage Broking
  • Commercial Financing and Leasing
  • Property Development
  • Legal
  • Taxation, Accounting and Business Advisory Services
  • Corporate and Personal Travel

What makes a great partnership?

Partnering with Meridian Wealth Management means financial advice that’s right for you.
We operate with integrity and honesty, always working first time and every time with our clients’ needs
in mind.

 

Identifying how we can add value to your existing and future arrangements is our job.

 

Through identifying your longer term goals for financial security, we develop key strategies to benefit you now and in the future, and simplify the financial maze so you can understand it.

>Our Process