|About||Merit Wealth is a boutique financial services company that bridges the gap between accountants and the financial services community.|
FOR ACCOUNTANTS & FINANCIAL PLANNERS
The Merit Wealth Referral model gives Australian Accounting Firms access to specialist financial planning and investment advice capability without the hang ups. Plus, it offers a relevant solution for those looking at their licensing options post the removal of the accountants exemption.
FOR INDIVIDUALS & BUSINESSES
your business, your SMSF, and your personal wealth are all important assets, but very few people have access to advisers with visibility across all of these areas. Most advisers look at different areas in isolation.
For many Australians, their accountant is their trusted adviser. There is something about that relationship that makes a difference.
When Merit Wealth started in 2010, we saw a gap between the services provided by accountants and the financial services community. For clients, this meant a disconnection in the way their assets were managed.
Today, there are Merit Wealth advisers across Australia. So, if you are looking to make a difference to the way your assets are managed, Merit Wealth will put you in touch with financial advisers and accountants who can work holistically across your needs.
Merit Wealth holds Australian Financial Services Licence No. 409361
Merit Wealth Pty Ltd is a subsidiary of Easton Investments Ltd (EAS)
Referral Model for Accountants
Limited AFSL for Accountants
Full AFSL for Accountants