Financial Planning tailored to suit your needs

Your investments will be well looked after.

Wealth Creation

Creating wealth is the best reason to choose a qualified and expert financial adviser. Meridian Wealth Management will guide you through the maze of the options available to you and help simplify your investment decisions. From managing your debt and budgeting to the creation of an investment portfolio, we have up to date technical and regulatory knowledge and immediate direct access to timely relevant research and live financial market information.

Superannuation Planning

Taking control of your superannuation and how it is managed in both pre and post retirement planning is one of the biggest decisions you need to make. We will help you make the right decision. We can also advise with the establishment of a Self-Managed Super Fund (SMSF) where this suits your circumstances, needs and goals.

Investment Strategy

The cornerstone of wealth creation is having a sound long term investment strategy that supports your lifestyle goals and financial objectives. We will help you with the management of your portfolio, including regular reviews to assess the underlying investments and the strategic asset allocation. It’s our job to help maximise your wealth by working in consultation with you.

Insurance Structure

A sound wealth creation strategy requires financial protection. Insurance provides you with the piece of mind that your income, livelihood and capital are all protected. We will work with you to identify any areas of over or under insurance and advise you on type, level and the best way to structure your cover.

Estate planning

Often not thought of, or thought out, a good Estate Plan has many options in order to provide comfort and peace of mind that your assets are passed on according to your wishes. It is our role to ensure you are professionally guided and prepared for this journey, taking into account what you wish for you and your family.


YOUR GOALS

>Life Stages
>Wealth Management

 

TAILORED SERVICE