Financial Planning for Businesses

Your business is probably one of your most valuable assets.

We specialise in helping you build a solid foundation for your business that maximises the value of your investment.

Our expertise lies in helping you build a solid foundation for your business to maximise the value of your investment. 

Some important questions to ask yourself include:

  • Do I have a business plan in place?
  • Is cash flow an issue for me?
  • Do I know how to manage debt in the most tax-effective manner?
  • Have I considered a plan in case something happens to me and I’m forced to leave the business?
  • Am I taking advantage of super opportunities to save tax effectively for retirement?

These questions are just a sample of what we’ll cover as we work with you and your accountant to create a solid plan for your finances. 

We’ll take care of your wealth.  You focus on running a successful business.

How We Can Help

  • Succession planning
  • Risk protection
  • Partnership agreements
  • Buy-sell agreements
  • Key person protection
  • Superannuation planning and self-managed superannuation funds (SMSFs)

Our Services

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.

Key Person Protection

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 legislation is complicated.

As specialist SMSF advisers, our ongoing professional development and technical expertise enable us to deliver best-in-class superannuation advice.


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.

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.

Want to know more?

Contact us today and we will be in touch as soon as possible.