The Morrison Government’s mind-bogglingly large support packages to get Australians through the COVID-19 shutdown have dominated headlines, and rightly so. Only months ago, the Australian…
“I started Meridian Wealth Management in 2004 because I saw that most financial planners were only working in their own interests – or the interests of the bank or insurer that owns them. At Meridian the only interests we have to look after are those of our clients.”
Paul Dunn, Managing Director
The small steps you take now will become valuable leaps later. We help by working with you to determine the lifestyle you want, then put the stepping stones in place to get you there.
This is how we think about it:
The Morrison Government’s mind-bogglingly large support packages to get Australians through the COVID-19 shutdown have dominated headlines, and rightly so. Only months ago, the Australian…
The coronavirus pandemic has resulted in dramatic and unprecedented changes for many families and households, impacting social lives, workplaces and finances. As financial advisers, we…
Federal Government’s second support package announced on March 22 for assistance to self-funded retirees. Minimum drawdown rates for account-based pensions and similar products will…