We are a financial advisory firm who work closely with progressive accounting firms and their clients in South Australia.
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 a specialist interest and expertise in Self Managed Super Funds.
Our objective is to provide you with informed, well researched, clear and straight forward advice that will assist you in making sound financial decisions.
Our aim is to ensure that the decisions that you will make have a positive impact on your most precious assets - You, your family, your business, your future.
We focus on what we do best, and so does your accountant
Your accountant is one of the clever ones, who understand the importance of focusing on what you do best and partnering with trusted advisers to do what they do best.
Together, as a team with individual and specialist knowledge and skills, we focus on you, your individual circumstances, objectives and dreams. We take a 'holistic' view of your world, and work with you to ensure that all bases are covered.
Integration is the Key. Succession, estate and superannuation planning all have tax considerations and are best delivered as part of an integrated plan and process. Your accountant will work with us to bring these elements together and to assist you through the planning process
Also in Nick's corner are the professional support team from Merit Wealth, backed by a wealth of 'best of breed' industry know-how and resources.
Meet Nick Schuster
Nick is a dedicated financial planning professional who is passionate about helping his clients to set, achieve and protect their financial goals, and secure the future and financial freedom they desire.
Grad Cert Financial Planning
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.