Advice to suit your needs


Depending on your circumstances, our advice may be:

Personal Advice

Personal Advice

this is advice which takes into account your objectives, financial situation and needs.

We help you identify your goals and provide specific advice based on where you are financially at the moment and where you want to be.

General Advice

General Advice

this is advice which does not take into account your objectives, financial situation and needs. Documents will be issued with a warning that they contain only general advice. Before making an investment decision on the basis of general advice, you need to consider, with or without the assistance of your adviser, whether the advice is appropriate given your particular personal investment objectives, current financial situation and needs;

Choose your level of service

  • Cashflow & Budgeting
  • Debt Reduction & Consolidation
  • Superannuation & SMSF
  • Retirement & Redundancy
  • Investment
  • Insurance & Risk Management
  • Estate Planning
  • Business Succession Planning
For clients who seek the ultimate outcome of ensuring that they are financially organised, we recommend the development of a full and comprehensive  financial plan. A comprehensive financial plan will address all relevant areas as covered within our scaled advice options. We will tailor your plan specifically for your life-stage and your future.
An ongoing management program for your plan is the essential part of helping you attain your goals and objectives. Together we invest considerable time and resources into establishing your financial plan. The success of any financial plan is solely dependent on how it can cater for changes to your lifestyle and to your personal goals. This is why we strongly recommend establishment of a regular and ongoing management plan.
We work on a fee for service basis and ensure that we are working for you not any bank, insurance company or financial institution. Our Fee schedule is explained in detail during our initial consultation.

We believe in a fee-for-service model and support the governments Future Of Financial Advice (FOFA) reforms in this area.

 

COMPARE SERVICE LEVELS

We offer the following Professional Ongoing Management Advisory Services for you to choose from:

One with the lot thanks

Meridian Wealth Management MDA Service.

 

We make sure your investments are always performing at their optimum level. Find out more about the Meridian Discretionary Account Service.Read More

Licensed Financial Advice

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Meridian Wealth Management is licensed to provide advice to retail and wholesale clients and to deal in the following:

  • basic deposit products
  • non-basic deposit products
  • derivatives
  • government issued debentures, stocks or bonds
  • investment life insurance products
  • life risk insurance products
  • interests in managed investment schemes including investor directed portfolio services
  • managed discretionary account (“MDA”) services
  • retirement savings account products
  • securities
  • standard margin lending
  • superannuation
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The level of service that suits your needs

Contact Meridian Wealth Management now to discuss your requirements.
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