Financial Planning Advice

 

Wealth Creation, Accumulation & Protection

Superannuation & Self Managed Super Funds

Investment Advice & Monitoring

Insurance Advice

Succession, Retirement, Estate & Aged Care Planning

Cash, Debt & Budgeting Management

Redundancy Advice & Centrelink Benefits

No One Size Fits All

Our relationship with your accountant means that we are uniquely positioned to deliver comprehensive and integrated solutions for you, your family and your business.



Our expertise lies in assisting business owners and individuals to make better choices, by taking a 'holistic' view of your situation and objectives and delivering well researched products and services that balance protection with value.

Whatever your financial situation, we can offer you tailored financial planning and investment expertise and services that cover:

Investing for today & the future
​Protecting you, your family & your business
Putting your
superannuation
to work

We provide you with investment strategies to help you reach your short and long-term goals.

These strategies grow from an understanding of your current financial position, your objectives and your attitude to investment risk to ensure the best match between you and your investment strategy.​

Protecting your wealth, lifestyle and business is as important as building it. You need to ask yourself the hard 'What if?' questions.

We have access to a range of fully researched insurance products that balance protection with value for money and peace of mind.

Superannuation legislation is complicated.

We keep abreast of the latest developments through ongoing professional development and access to technical experts.

We'll make sure that your super works as hard as you do.

Managing your business succession
Shaping your
retirement
starts today

Effective

estate planning is much more than just a will

Your business is important to you. It is one of your most valuable assets. You have your life invested in it.

But what happens if something happens to you or one of the partners in your business?​ You may have your succession planning in place but how do you protect against the unexpected? We can help.

You need to plan ahead for your retirement.

The right plan helps ensure that this time of your life is not just comfortable, but enjoyable as well.

We provide you with tax effective ways to maximise your retirement assets and future income.

​​Estate planning is more than just deciding upon the distribution of your assets to your beneficiaries.

Our approach considers the best way to manage those assets, how to achieve the best tax efficiency and the protection of your estate.

Understanding
government
benefits
Making the
most out of retrenchment
& redundancy

​​You've paid your taxes. When the time comes, you want to receive all that you are entitled to.



Our knowledge of the social security legislation assists you to maximise your benefits and get the most out of your existing investments.

​​Redundancy or retrenchment are often unexpected. We can help you achieve the best financial outcome.



We advise you on how best to receive your payout and achieve the best tax outcome. When you get to your next job, your adviser will assist you to make the most out of your remuneration package.

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 

41/280 New Line Road
Dural NSW 2158

T: 1300 827 439
F: 1300 755 317
 

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.