You're One of the Smart People

You know that you can't just HOPE for a brilliant future...

You have to PLAN for it!

We Can Help.

You're likely here because your accountant told you about us? ​

Welcome. We're glad you came and hope to meet you soon.

Financial planning solutions are best delivered when your accountant and financial planner work together. 

 

Succession, estate or superannuation planning have tax considerations and are best delivered as part of an integrated plan.

 

We can help.

Insights & Investments Magazine - Winter

Investment Solutions Magazine - Winter 2019

 

In this edition of Insights and Investment Solutions magazine, learn about the latest market update on local and international markets.

 

We take a look at sustainable investing and how investors are increasingly interested in how a company makes money, not simply how much it makes.

 

Finally, we share seven super strategies for end of financial year.

 

Download (PDF): Investment Solutions Magazine - Winter 2019

What can your adviser do for you?

 

In the words of Warren Buffett, "Someone’s sitting in the shade today because someone planted a tree a long time ago". 

It’s all about making it easier for you to be who you want to be and live the lifestyle you aspire to. With the help of your financial adviser – you can make it a good one.

Merit Planning (Hills) Pty Ltd ABN: 42 141 689 652  
Asic No. 415619 
is an authorised representative of Merit Wealth Pty Ltd ABN: 89 125 557 002 (AFSL 409361)

2017 Merit Planning Pty Ltd 

T: 1300 827 439
F: 1300 755 317
 

41/280 New Line Road
Dural NSW 2158

The content of this site is dated March 2017 and has been prepared for Merit Planning (Hills) Pty Ltd by Merit Wealth Pty Ltd, ABN 89 125 557 002 under Australian Financial Services Licence No. 409361, (“Merit Wealth”).Merit Wealth is wholly owned by Hayes Knight Financial Services Pty Ltd, (HKFS). HKFS is a subsidiary of Easton Distribution Services Pty Ltd (ABN: 67 167 184 072), a wholly owned subsidiary of Easton Investments Limited (ABN: 48 111 695 357), (EAS) an ASX listed company. This information has been given in good faith and has where applicable been derived from sources believed to be accurate at its issue date. However, it should not be considered a comprehensive statement on any matter nor relied upon as such. Merit Wealth Pty Ltd recommends that you obtain further information and conduct your own due diligence on the services it is offering and obtain your own professional advice on whether they are appropriate for you and your practice. This information has been prepared without taking into account your objectives, financial situation or needs. Before acting on this information consider its appropriateness. © Merit Wealth Pty Ltd.