We love helping families, professionals and businesses owners with easy-to-understand and easy-to-follow-advice. I started Meridian Wealth Management in 2004 because I saw that most financial planners were only working in their own interests - or the interests of the bank or insurer that owns them.
At Meridian the only interests we have to look after are those of our clients. Financial planning isn't about us - it's about you, and the plans you have for your future. The small steps you take now will become valuable leaps later. We help by working with you to determine the lifestyle you want, then put the stepping stones in place to get you there.
At Meridian the only interests we have to look after are those of our clients. Financial planning isn't about us - it's about you, and the plans you have for your future. The small steps you take now will become valuable leaps later. We help by working with you to determine the lifestyle you want, then put the stepping stones in place to get you there.
Services
Life has its ups and downs - but it shouldn't turn your financial life into a rollercoaster. Meridian Wealth Management help people through all stages in life take control of their finances and build their wealth. We can help you make the right decision for your situation (and we've seen a lot of situations since we started in 2004).
At a time when many people have been focused on their family's health and livelihood, having adequate life insurance has never been more important. The traditional festive holiday season is likely to be a little different this year, but one thing is likely to remain the same - the. With tax cuts and stimulus payments on the way, Treasurer Josh Frydenberg is urging us to open our wallets and spend to kick start the.
Take our '5 Minute Financial Health Check' for a quick guide to your current financial condition. Complete our 'About You Questionnaire' to help provide insight into your current financial position. Complete our 'Changes Questionnaire' to let us know of any changes in your life that should be considered in your existing Financial Plan.
A financial health check is a bit like going to the dentist - we never do it often enough. But we can guarantee this one will be more painless than any stint in the dentist's chair. Imagine if you could quickly spot the gaps in your finances and put a few easy plans in place straight away that could save you thousands of dollars in a few years (or maybe even next week).
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