About Us

We are a financial advisory firm who works closely with progressive accounting firms and their clients.

Why did we come into the office today?

We exist to assist you in successfully dealing with your financial planning, investment, and insurance needs.

With extensive experience in both financial planning and accounting, the Merit SA team focuses on helping you achieve your financial goals through integrated advice.

We pride ourselves on a collaborative approach – you know what your ideal life looks like, and we’ll help you make it real.

You, your family,
your business, your future.

Our aim is to ensure that the decisions you make
have a positive impact on your most precious assets.

Meet The Team

With extensive experience in both financial planning and accounting, the Merit SA team focuses on helping you achieve your financial goals through integrated advice.

We pride ourselves on a collaborative approach – you know what your ideal life looks like, and we’ll help you make it real.

Director / Financial Planner / SMSF Specialist

Meet Nick Shuster

BA Accounting Grad Cert Financial Planning CPA Member ASIC Adviser ID 333303

The difference between Nick and many other financial planners is that he is also a qualified CPA.

This combination of skills and knowledge means that he understands what your accountant is working with from a tax and accounting standpoint, and often sees ways and methods of delivering results which other advisers might miss.

Before establishing MeritSA, Nick worked with Barossa Wealth clients for over 8 years, helping them to hone their goals and put the steps in place to build and manage wealth, navigate the complex superannuation rules to maximise returns or arranging insurance to reduce risk and secure a positive future.

He specialises in private wealth management and retirement planning and has expertise in helping clients build wealth, plan successfully for retirement and manage life transitions including divorce, redundancy, and estate planning.

He also has many years of experience as a successful adviser across SMSFs and listed investments including direct shares, exchange traded funds and other listed securities.

Testimonials

Finding Tony Hawkins and hiring him to help us work out our Retirement Plan was one of the best things we ever did in our life. We approached three other financial advisors who all could not help us and yet Tony Hawkins could see straight away what others could not and a way forward that he could help us with every step of the way.

Phil & Julie Client

We can’t say enough about the team at BACE Financial. Tony Hawkins and his very professional support in Melissa Wishart are just a credit to their business. I have been particularly impressed with the attention and time offered to us in the administration of our Financial package over the last 2.5 years. Having my retirement coming faster than I ever imagined, Tony has been a rock with support, opportunities and solutions for my next phase of my life. We have absolutely no problem recommending Tony and the team.

Narelle & Daryl Client

Tony was the guiding hand in dealing with our Insurance Claims, gave us advice and helped handle the claims until we were able to have not one but two of our insurance policies be approved for payouts. Tony and Melissa have been through so much with us now that we feel like they are family. We can never thank them enough for what they have done for us.xt

Phil & Julie Client

We were introduced to Tony Hawkins from BACE Financial through our Accountant, and we have developed a strong working relationship with him. Tony has given us sound financial advice and we have appreciated Tony’s attention to detail and his professional attitude. He is extremely knowledgeable in all matters pertaining to Finance. He is a good listener and wants to get the foremost outcome for you. He has substantial knowledge of many different Financial Products. He knows what to get involved in and explains why. He makes you feel like he is interested and concerned about your finances and getting the best results financially for you. Tony and his staff are readily accessible, they always make you feel important and we would not hesitate in recommending Tony Hawkins

Joanne & John Client

Tony and his team have been extremely helpful in all of my financial decisions. Their knowledge & experience have allowed them to guide me in some very crucial times and the outcomes of their strategic advice have ensured the sustainability of my finances. The results have been second to none and I couldn’t be happier.

Colin Smith Client