Welcome. 

You're likely here because your accountant told you about us? ​ We're pleased you came and hope to meet you soon. 

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

 

Succession, estate and superannuation planning all have tax considerations and should be delivered as part of a cohesive and integrated plan and process.

Your accountant will work with us to bring these elements together and to assist you through the planning process. This is our important point of difference and why you should talk to your accountant about setting up an obligation free consultation as soon as possible.

One solution doesn’t fit all. Together, our goal is to structure the best strategies to match your individual risk profile and recommend the right structure and solutions for all your personal and business superannuation, investments and insurance needs. 

Insights & Investments Magazine - Winter

Investment Solutions Magazine - Winter 2019

 

In this edition of Insights and Investment Solutions magazine, learn about the latest market update on local and international markets.

 

We take a look at sustainable investing and how investors are increasingly interested in how a company makes money, not simply how much it makes.

 

Finally, we share seven super strategies for end of financial year.

 

Download (PDF): Investment Solutions Magazine - Winter 2019

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Budget 2019-20 - The Ballot Box Budget

 

This is a Budget not only designed to showcase the return to surplus (and by default the Government’s economic credentials) but engage voters with initiatives to make them feel like they are more prosperous. A massive infrastructure spend adds to this sentiment.

 

The Government has also stated that it will keep taxes as a share of GDP within the 23.9% cap.

 

All measures, of course, are reliant on the relevant legislation passing Parliament which is by no means a given with an election looming.

 

Budget 2019-20 Highlights include... Download the Merit Wealth 2019 Budget Summary

Could your Superannuation and Investments do with an expert review?

 

We all want our Super to work as hard as we do and to maintain our lifestyle in retirement. 

 

So at NewStart Financial, our Certified Financial Planners meet with to you to understand your needs and priorities. Using that information, we will provide you with a comprehensive written Financial Plan tailored to your situation. It covers wealth creation and growth, insurance requirements and upfront estimates of all fees involved, so you know exactly what’s involved.

NewStart Financial Pty Ltd ACN: 138 037 680
Asic No. 339157 is an authorised representative of Merit Wealth Pty Ltd ABN: 89 125 557 002 (AFSL 409361)

2016 Merit Planning Pty Ltd 

Suite 1.04, 102 Bennelong Parkway
Sydney Olympic Park NSW 2127

T: 02 8789 0175

F: 02 8756 5441
 

The content of this site is dated October 2016 and has been prepared for NewStart Financial 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.