Being a Merit Adviser

The Merit Wealth business model is designed for accounting practices who want to provide financial planning solutions for their clients. So, all Merit advisers are inside an accounting practice. The adviser may be a principal or partner in the firm or may be employed by the firm.

The majority of financial planning business models, for accountants, offer a single solution. They assume that all firms are the same or require them to fit their model. The problem is that not all firms are the same. Accounting firms come in different shapes and sizes. They have access to different resources, in some cases providing different services, and are at different stages in their development. And, not all clients are the same. So, no wonder a one size fits all approach will not work for every firm. What is best for you today may not be best for you in years to come.

The Merit Wealth model offers you choices and provides a transition path that absolutely respects the relationship you have with your clients and seeks to preserve the value of that relationship. Through Merit Wealth and our partners, you have the choice of becoming an authorised representative or taking advantage of a trusted referral model. And, having made the decision of what works best for you now, you are not locked into this position of penalised if you want to change in the future.

The Merit Wealth story

By accountants for accountants. Merit Wealth is a purpose designed financial planning service supporting accounting firms delivering financial planning advice to their clients.

Merit Wealth's objective is to position accountants as the primary source of financial planning advice for their clients. The accountant, as the trusted adviser, is uniquely placed to bring together financial planning, taxation, superannuation, succession planning, risk management and wealth protection. And, the Merit Wealth approach is to provide accountants with the support necessary to bring all of these services together in an efficient way.

The Merit Wealth philosophy is built around the values of respect, protect and reward. These values apply equally to the accountant as the adviser, and their clients.

Respect

We respect the relationship you have with your clients and your commitment to them. Our objective is to enhance that relationship. The respect you have for your clients means you have their best interest as your primary objective and the way you advise them reflects this.

Protect

Your clients represent a valuable asset to your practice. They are the goodwill of your firm. Our model is designed to protect that goodwill by reducing your risk of losing clients because your firm is unable to provide financial planning services.

Reward

Effective financial planning services should provide a strong revenue stream and at the same time grow a business asset for your firm. Our business model rewards you for your work and growth in financial planning.