We specialise in helping you make sound financial decisions today that positively shape your future.
- Budget, cash flow planning, and wealth creation strategies
- Risk protection and insurance strategies
- Superannuation advice, including advice for self-managed super funds (SMSFs)
- Retirement planning
- Estate planning
- Cash, fixed interest, property and share investments
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.
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.
Want to know more?
Contact us today and we will be in touch as soon as possible.
