Meridian Private Wealth is for clients who seek superior Wealth Management and unsurpassed service levels. This is a high end priority service for people who are serious about the continued management of their wealth while maintaining their lifestyle goals. Meridian Wealth Management will act as your “personal intermediary & financial concierge”
Meridian Wealth Builder is ideal for clients who seek to have their personal finances and investments actively managed in order to maximise their wealth accumulation potential and therefore financial security.
Meridian Essentials is ideal for clients who seek to have only their investment, superannuation or pension reviewed on an annual basis.