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Financial planning is all about your life, your dreams, and the people and things you love.
What you do today really does determine yours and your family's tomorrow.
Our expertise is in assisting you to make sound financial decisions today, that will enable you to determine what your tomorrow will look like.
How can we help?
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Budget, cash flow planning and wealth creation strategies
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Risk protection & Insurance strategies
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Superannuation advice, including Self Managed Super Funds (SMSF)
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Retirement Planning
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Estate planning including access to trusts, wills and powers of attorney
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Cash, fixed interest, property and share investments
Articles that may interest you:
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Assets tests and the aged pension: do new rules affect you?
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Making sense of super reforms - What it means for you
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Mindfulness 101: reduce your financial stress
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Shaking the foundations - Has the housing market become too risky?
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Striving for balance with work and life
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When death doesn't have to do us part - Exploring SMSF flexibility
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SMSFs: the five essential facts
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Income protection matters at every age
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Baby boomers need to get their house in order
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2016/17 Budget summary - Target practice
To see all these articles and more, visit the Merit Wealth 'How? Blog' and see our 'Resources' page.
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