Investing for Today and for the Future
We provide you with investment strategies to help you reach your short- and long-term goals. These strategies are developed 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.
Putting your superannuation to work
Superannuation legislation is complicated.
Merit Planning East advisers keep abreast of the latest developments through ongoing professional development and access to technical experts.
Our advice means your superannuation works as hard as you do.
Specialised SMSF Advice
Putting your super into a self-managed fund means better flexibility, broader investment options, more tailored estate planning, and greater cost efficiency.
With over 20 years specialising in SMSF advice, we’ll work with you to maximise how your fund performs.
Over 20
Years of Experience
Integrated Planning That Grows Wealth
Good financial planning involves more than just creating a financial plan.
It uses knowledge from different disciplines, like accounting and law, to develop wealth-growing strategies.
Without that knowledge, you’re only looking at one piece of the puzzle – and wealth management is a puzzle with many, many pieces.
As a team, we provide strategic investment advice and unique SMSF solutions to match our clients’ needs and deliver superior financial results.
Greater knowledge. More effective financial strategies. A better financial future.
That’s our promise.
Our Services
Investment
We deliver investment strategies that help you reach your short- and long-term goals.
These strategies are developed based on your current financial position, your objectives, and your risk tolerance in order to create an optimal match between you and your investment strategy.
Insurance
Protecting your wealth, lifestyle and business is as important as building it. You need to ask yourself the hard 'what if?' questions.
Merit East has access to a range of fully researched insurance products that balance protection with value for money.
Whatever your wealth protection needs, we can help provide peace of mind.
Superannuation
Superannuation legislation is complicated.
As specialist SMSF advisers, our ongoing professional development and technical expertise enable us to deliver best-in-class superannuation advice.
Business Succession Planning
Your business is one of your most valuable assets, but, if something happens to you or a partner, it’s vulnerable.
We can help you develop a succession plan that provides protection against unexpected circumstances.
Retirement Planning
Good planning helps create a retirement that’s both comfortable and enjoyable.
We provide you with tax-effective strategies to maximise your retirement assets and future income.
Estate Planning
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 how your estate can be protected.
Government Benefits
When you’re ready to retire, maximising your government benefits can help provide financial security.
Our knowledge of social security legislation helps you get what you’re entitled to while still supporting your existing investments.
Retrenchment and Redundancy
Redundancy and retrenchment are often unexpected.
By offering tax-effective payout strategies, we can help you achieve the best financial outcome.
When you get to your next job, your adviser can help you make the most out of your remuneration package.
Want to know more?
Contact us today and we will be in touch as soon as possible.
