Your life. It really is all about you, and the people and things you love.

What you do today determines your tomorrow

Our expertise is in assisting you to make sound financial decisions today, that will enable you to determine what your tomorrow will look like.
How can we help?
  • Budget, cash flow planning and wealth creation strategies

  • Risk protection & Insurance strategies

  • Superannuation advice, including Self Managed Super Funds (SMSF)

  • Retirement Planning

  • Aged Care and Centrelink

  • Estate planning including access to trusts, wills and powers of attorney

  • Cash, fixed interest, property and share investments

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.