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.

Complaints Process

About us

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

Your business, your SMSF, and your personal wealth are all important assets but very few people have access to advisers with visibility across all of these areas.  Most advisers look at different areas in isolation.
 
For many Australians, their accountant is their trusted adviser. There is something about that relationship that makes a difference. 
 
When Merit Wealth started in 2010, we saw a gap between the services provided by accountants and the financial services community.  For clients, this meant a disconnection in the way their assets were managed.
 
Today, there are Merit Wealth advisers across Australia. So, if you are looking to make a difference to the way your assets are managed, Merit Wealth will put you in touch with financial advisers and accountants who can work holistically across your needs.  See ‘find a Merit Wealth Adviser’.
 
Merit Wealth holds Australian Financial Services Licence No. 409361

Merit Wealth Pty Ltd is a subsidiary of Easton Investments Ltd (EAS)

If You're an Accountant...

If you are an accountant or professional adviser looking to expand the opportunities available to your clients and yourself, take a look at what we have to offer for Accountants

Our Leadership Team

Greg Hayes

Founder & MD

Garth McNally

National Technical Director

David Moss

Accountants Services Director

Scot Andrews

Head of Advice Services

Helen Costi

National Operations Manager