About Merit Wealth

Merit Wealth has access to the experience and resources of one of Australia's largest financial services providers complemented by Hayes Knight's unique experience and reputation as a resource provider for accounting firms across Australia. Our understanding of your needs means that we can package financial planning resources in the way best suited to the specific needs of accounting firms.

The next five years will see increasing numbers of clients seeking financial planning advice as they manage their wealth creation, succession planning and superannuation strategies. The accountant is uniquely positioned; providing comprehensive and integrated solutions for clients by bringing together all the competing issues and considerations. Merit Wealth provides accounting firms with a package of co-ordinated resources and support that positions the accountant as the preferred financial adviser for their clients.

Succession, estate and superannuation planning all have tax considerations and are best delivered as part of an integrated plan and process. The accountant is well equipped to bring these elements together and to assist their clients through the planning process. Merit Wealth offers integrated solutions and support with a distinctly accounting focus.