How We Can Help You
Explore our range of Sydney financial advisory services.
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.
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.