Merit Wealth solutions

Choose the option that best suits your firm

The majority of financial planning business models offer a single solution. They assume that all accounting 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.

Become an authorised representative

If financial planning is a service you should provide through your firm, then you need an authorised representative in your practice. As a Merit Wealth adviser, you have access to:

- A wide investment, risk and superannuation product range - A technology package that puts all of the planning tools, research and comparison information at your finger tips
- Competitive relationship pricing for your clients and remuneration models that reward you for your work
- Access to a para-planning team who can take away your time and resource pressures
- Training, support and business development strategies to complement your accounting practice
- Resources that link the taxation issues, superannuation compliance and succession planning needs of your clients

Bringing together your role as an accountant with the role of the financial planner, linking the issues, and providing integrated solutions will provide a competitive client servicing advantage.

Become a Merit Wealth referrer

You may not be ready to take the step of being and authorised representative or providing this service through your firm. Yet, you want to assist your clients meet their financial planning needs and protect your practice against the risk of losing a client because they feel that your firm is unable to meet all of their needs. If this sounds like you, then becoming a Merit Wealth referrer is the answer. As a Merit Wealth referrer you have:

- Access to a Merit Wealth adviser located in your nearest Hayes Knight office who is there to provide a dedicated financial planning service for your clients.
- Your relationship with your client is absolutely respected. We will not accept any other engagement from a referred client with your request that we act for them.
- The ability to access a Merit Wealth adviser to provide advice and updates in superannuation, investment and wealth protection areas.
- The ability to earn a referral fee on all business referred to Merit Wealth

The Merit Wealth transition path

The referrer model may suit you now but what about the future? If you are a Merit Wealth referrer and later transition, through us and our partners, to become an authorised representative, Merit Wealth will transfer all referred client business and trail commission entitlement without cost to your account. The value of any asset and income steam you have built as a Merit Wealth referrer will be protected and form the foundation of your financial planning business.