How We Can Help You
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 South Australians choose Merit Planning SA.
Our Financial Planning Process
Financial planning is a big decision, so it’s important to have confidence in your financial adviser.
That’s why your first meeting with us is cost- and obligation-free. We’ll take 30 minutes to learn about your unique financial situation, completely free of charge, and you can ask us any questions you want.
After realising that you need specialised advice, you can book a 30-minute free meeting to learn about our services and discuss your financial situation.
We clarify our understanding of your finances and work with you and your accountant to establish clear financial objectives.
Our financial strategy expertise and strong product knowledge help us source the best solutions for you and your situation.
We walk you and your accountant through our recommendations to ensure you feel confident making a decision.
We help you implement our recommended solutions by liaising with other relevant professionals, such as your lawyer and your accountant.
We look after your finances for an agreed time frame. We’ll always be there to update your options, adjust your plans, and help you consider the impact of new events.
Why Use a Financial Adviser?
Find out how hiring a financial adviser can help you protect and grow your wealth.
Want to know more?
Contact us today and we will be in touch as soon as possible.