Respect.   Protect.   Reward.

We subscribe to this 3 word philosophy, as it forms the foundation of the relationship we have with Merit Wealth, the relationship we have built with your accountant, the relationship we will build with you and the services we will provide.  

 

We understand the value of a trusted adviser.

Respect.



​Like you, our relationship with your accountant is built on a platform of proven performance, trust and respect. And this is an important place from which our relationship with you will be formed.

When dealing with a financial planner, you will sometimes need to share quite personal information, and we absolutely respect this privilege.

​​

In all that we do for you, we will respect you, your wishes, your privacy and most importantly, your right to sound financial advice, services and products.

Protect​.



In all that we do, our aim is to secure and protect you, your assets, your investments, your future.

You’ve worked hard your whole life to accomplish your goals and provide for your family.

Unfortunately, much of your hard work can come undone if you fail to plan for protecting and managing your wealth.

Reward.



Our clients all have different needs and wants, but generally, they come to us with a vision for a better lifestyle, security and peace of mind.

​Whether you are starting a career and family, building a business or settling down to retirement, you probably have a list of financial goals that you want to achieve: from accumulating and preserving wealth, to passing it on to loved ones.



No matter what your financial goals may be, Merit Planning can help evaluate your circumstances and develop a plan that moves you closer to fulfilling your rewarding vision for the future.

Merit Planning SA Pty Ltd

ABN: 76 616 588 393  Asic No. 1251407

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

2017 Merit Planning Pty Ltd 

T: 08 8562 2777
F: 08 8562 3144
 

23 Gawler Street

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.