The experts in supporting integrated accounting, financial advice firms and specialists in partnership models
We draw on our experience working within the accounting and financial planning industry to empower firms in delivering holistic solutions and exceptional experiences.
Financial Services Licence No. 409361
Discover A World of Financial Services
Businesses, SMSFs, and personal wealth are all important assets, but very few people have access to advisers with knowledge across all three fields. Most advisers look each area in isolation.
For many Australians, their accountant is who they trust to manage their money. There’s 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 disconnect in the way their assets were managed.
Today, there are Merit Wealth advisers across Australia. If you are looking to make a difference to the way you work with clients, we’ll empower you with the capabilities you need to deliver a holistic wealth management experience.
How we can help you
Merit Wealth holds Australian Financial Services License (AFSL) No. 409361 and offers accounting firms a range of options that help to bridge the gap between accountants and the financial services that their clients are increasingly hungry for.
With escalating property prices continuing to make headline news, it’s no surprise that many people consider the family home as their most valuable asset. It’s
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