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.