Taking Care of Business?
Your business is one of your most valuable assets, so planning properly is essential.
Find out how we can help
Maximise Your Wealth
Getting the most out of your wealth is hard – super, succession laws, and tax can all impede financial growth.
Learn how we can help
Be Smart. Choose Merit.
Getting the most out of your wealth means making the right decisions – and that includes choosing a financial adviser.
Find out why High net worth individuals choose merit
Make Your Super Work
Make Your Super Work
Explore Superannuation Strategies

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.

Protecting You, Your Family and Your Business

Protecting your wealth, lifestyle, and business is as important as building it. You need to ask yourself the hard 'what if?' questions. Merit SA has access to a range of fully researched insurance products that balance protection with value for money.

Whatever your wealth protection needs, we help provide peace of mind.

Putting Your Superannuation to Work

Superannuation legislation is complicated. Merit SA 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.

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.

That’s why high net worth South Australians choose Merit Planning SA.

Our advisers are qualified financial planners who understand tax and accounting approaches, and often see ways to deliver results that other advisers might miss.

Greater knowledge.  More effective financial strategies.  A better financial future.

That’s our promise

Our Services

Financial planning solutions are best delivered when your accountant and financial planner work together.

Want to know how we can help you? Invest for today and 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.

Want to know more?

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