One Size Doesn’t Fit All
Everyone’s finances are different – and every situation has unique considerations.
Our financial planning services combine informed advice with an accounting perspective, allowing us to deliver integrated solutions that cover all the bases.
When you choose Merit, you’re choosing an advisory that sees the whole picture.
Most importantly, you’ll be receiving tailored advice designed specifically for you, which is essential if you have a complicated estate, self-managed super, overseas assets, or any kind of business.
Greater knowledge. More effective financial strategies. A better financial future.
That’s why high net worth Sydney residents choose Merit Planning East.
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 of your remuneration package.
Integrated Wealth Solutions
Our integrated approach to financial planning means we combine accounting and wealth management perspectives to deliver holistic solutions. We specialise in facilitating optimal outcomes – by only using well-researched products and services, we balance protection with sustainable positive performance across every aspect of your wealth.
Tailored Financial Advice
Whatever your financial situation, our Sydney financial advisers can offer you tailored advice relating to:
- Financial planning
- Wealth creation, accumulation and protection
- Superannuation and SMSFs
- Succession and retirement planning
- Investment selection and monitoring
- Redundancy and Centrelink benefits
- Cash, debt and budgeting management
- Life, disability and income protection insurance
- Estate planning and aged care services
SMSF Advice for Greater Wealth
Self-managed super funds (SMSFs) can be a good way for high net worth Australians to manage their super.
Generally, SMSFs have several advantages over retail or industry funds, like:
- Better flexibility
- Broader investment options
- Greater estate planning control
- Superior tax efficiency
- Overall better cost efficiency
But SMSFs are strictly regulated, hard to set up, and best suited to people with more than $200,000 in super.
That’s why specialist SMSF advisers like us can help.
With over 20 years in SMSF setup and compliance, we’ll work with you to develop a holistic SMSF strategy that maximises how your fund performs.
Want to know more?
Contact us today and we will be in touch as soon as possible.
