Did you know that the ‘May 2018 Budget’ changes, to the way in which lifetime annuities are assessed by Centrelink for social security purposes has…
“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 down the track. We help by working with you to determine the lifestyle you want, then putting the stepping stones in place that will get you there.
This is how we think about it:
Did you know that the ‘May 2018 Budget’ changes, to the way in which lifetime annuities are assessed by Centrelink for social security purposes has…
US Interest rates have been making headlines in recent months, but do they really matter to Australian investors? The short answer is they do, a…
Let’s be honest, the number of folks who still read their favourite broadsheet over a morning coffee and croissant is dwindling. Most of us these…