You're One of the Smart People

You know that you can't just HOPE for a brilliant future...

You have to PLAN for it!

We Can Help.

You're likely here because your accountant told you about us? ​

Welcome. We're glad you came and hope to meet you soon.

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

 

Succession, estate or superannuation planning have tax considerations and are best delivered as part of an integrated plan.

 

We can help.

What can your adviser do for you - Merit
What can your adviser do for you? 

 

We can make it easier for you to be who you want to be and live the lifestyle you aspire to.

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Merit Planning SA Pty Ltd

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is an authorised representative of Merit Wealth Pty Ltd ABN: 89 125 557 002 (AFSL 409361)

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Nuriootpa SA 5355

The content of this site is dated January 2017 and has been prepared for Merit Planning SA Pty Ltd by Merit Wealth Pty Ltd, ABN 89 125 557 002 under Australian Financial Services Licence No. 409361, (“Merit Wealth”).Merit Wealth is wholly owned by Hayes Knight Financial Services Pty Ltd, (HKFS). HKFS is a subsidiary of Easton Distribution Services Pty Ltd (ABN: 67 167 184 072), a wholly owned subsidiary of Easton Investments Limited (ABN: 48 111 695 357), (EAS) an ASX listed company. This information has been given in good faith and has where applicable been derived from sources believed to be accurate at its issue date. However, it should not be considered a comprehensive statement on any matter nor relied upon as such. Merit Wealth Pty Ltd recommends that you obtain further information and conduct your own due diligence on the services it is offering and obtain your own professional advice on whether they are appropriate for you and your practice. This information has been prepared without taking into account your objectives, financial situation or needs. Before acting on this information consider its appropriateness. © Merit Wealth Pty Ltd.