How?

How do I protect my family and my business?

How do I manage my super or SMSF?

How do I make sure that I don't just retire, but retire in style?

How do I make the most of my divorce settlement?

How do I super charge the value of my assets?

 

For answers to these and other perplexing life questions check out our 'How? Blog'. 

 

 Click here to find out more about Merit Wealth and the services we provide. 

Insights & Investments Magazine - Winter

Investment Solutions Magazine - Winter 2019

In this edition of Insights and Investment Solutions magazine, learn about the latest market update on local and international markets. We take a look at sustainable investing and how investors are increasingly interested in how a company makes money, not simply how much it makes. Finally, we share seven super strategies for end of financial year.​

 

Download (PDF): Investment Solutions Magazine - Winter 2019

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Latest From the Blog

Looking Towards the Horizon

June 25, 2019

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Planning for Retirement

Retirement tends to roll around a lot sooner than we expect. Laying plans from an early stage will ensure you enjoy the best retirement possible. But what are your retirement options?

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Most of us look forward to retirement. It’s a chance to explore new horizons, do all the things we never had time for when we were raising a family or pursuing a career, or just a time to relax and enjoy life at a more leisurely pace.

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Stock Market Quotes

January 14, 2017

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5 Global themes that may impact your investment portfolio

When running a self-managed superannuation fund (SMSF), it’s important for investors to be aware of some of the key global and economic environmental factors that may impact their investment portfolio. 

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We look at five global themes that are currently playing out in world markets, and how they may potentially impact their investment portfolios.

Doctor Holding Patient's Hand

January 14, 2017

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When unexpected illness strikes

In 2010, Wendy was diagnosed with rheumatoid arthritis, an incurable and debilitating condition that changed her life overnight.


At the time of her diagnosis, Wendy, then 47, was loving life, enjoying peak career success working for a pharmaceutical company, and a newfound romance with David, a lovely man she had met six months earlier.

The content of this site is dated July 2019 and has been prepared by Merit Wealth Pty Ltd, ABN 89 125 557 002 under Australian Financial Services Licence No. 409361, (“Merit Wealth”).Merit Wealth is wholly owned by Hayes Knight Financial Services Pty Ltd, (HKFS). HKFS is a subsidiary of Easton Distribution Services Pty Ltd (ABN: 67 167 184 072), a wholly owned subsidiary of Easton Investments Limited (ABN: 48 111 695 357), (EAS) an ASX listed company. This information has been given in good faith and has where applicable been derived from sources believed to be accurate at its issue date. However, it should not be considered a comprehensive statement on any matter nor relied upon as such. Merit Wealth Pty Ltd recommends that you obtain further information and conduct your own due diligence on the services it is offering and obtain your own professional advice on whether they are appropriate for you and your practice. This information has been prepared without taking into account your objectives, financial situation or needs. Before acting on this information consider its appropriateness. © Merit Wealth Pty Ltd. Click here to Download the FSG (part 1). Click here to view our Privacy Statement and Complaints Process. Click here to view our Referrer Charter.

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