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. 

Merit Wealth is a boutique financial services company that bridges the gap between accountants and the financial services community.

Latest From the Blog

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?

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.

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. 

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

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.