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.
Our Solutions
Become part of a community of like-minded technical specialists who believe in the true value of advice, and be supported by a team that understands the opportunities and challenges you face with the knowledge and resources to facilitate change.
Merit Wealth draws on over 10 years of experience working within accounting and wealth management to guide and grow professional firms in providing holistic solutions to clients.
The Merit Wealth community have shared values and beliefs centred around client service and outcomes. Our advisers have strong technical expertise, believe in the true value of advice, and always put the client’s best interests first.
Full
Authorisation
Our full authority enables you to deliver comprehensive client solutions and belong to a professional network of advisers.
Limited
Authorisation
The Merit Wealth Limited Authorisation model offers a relevant, accounting-centric limited license solution for those looking at their licensing options.
Financial Services Licence No. 409361
Over 11 Years of Experience
About Us
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.
Our Services
How we can help you
Full Financial Planning
Get the frameworks and the tools you need to build a successful advice practice.
Developed by experienced accountants and advisors, our licence services leverage modern technology to help financial services businesses deliver better advice and better outcomes.
Limited SMSF Licence
eliver strategic advice to clients looking to get the most out of their super.
Our limited authority licences are specifically designed for SMSFs, enabling you to deliver a seamless client experience that focuses on the intricacies of self-managed super.
The Right Support
Scale with our proven systems and services.
We understand the challenges you face which means we can support you to build and deliver your advice services the right way.
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.
- Flexible Licensing Solutions
- National Presence
- Be Compliant
- Improved Data Management
- Improving Your Workflows
- Increase Revenue
- High Quality Support
- Improve Client Experience
- Minimal Disruption
- Tailored Technology Support
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Want to Know More?
Contact us today and we will be in touch as soon as possible.
