Merit Wealth is a boutique financial services company that bridges the gap between accountants and the financial services community.
Since our founding in 2010, Merit Wealth has been driven to help practices create the business they strive to achieve through practitioner engagement and a client-centric approach. Offering access to a diverse range of retirement, savings, and wealth-building strategies and solutions, our accountants and professional advisers across Australia guide individuals from where they are to where they want to be.
If you are an accountant or professional adviser looking to expand the opportunities available to your clients and yourself, get in touch today.
Limited
Authorisation
The Merit Wealth Limited Authorisation model offers a relevant, accounting-centric limited license solution for those looking at their licensing options.
Full
Authorisation
Our full authority enables you to deliver comprehensive client solutions and belong to a professional network of advisers.
If You’re A Technical Specialist...
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.
Who We Are
Our Company History
For clients, their business, SMSF, retirement savings, and personal wealth are some of their most 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.
Merit Wealth was created to bridge that gap. Built by accountants and advisers for accountants and advisers, our focus has been on creating a home that is inclusive across the professions, enabling advisers to work holistically across client’s needs.
Today, there are Merit Wealth advisers across Australia. So, whether you are an accounting business with financial planning or a financial planning business with accounting, Merit Wealth has the knowledge and resources to build your business.
Merit Wealth holds Australian Financial Services Licence No. 409361
Merit Wealth Pty Ltd is a subsidiary of Diverger Limited (DVR).
Merit Wealth Team
Steven Watt
Head of Merit Wealth & Accounting Relationships
Reg Gabila
Head of Licensee Systems
Phil Creswell
Head of Professional Standards
Hugh Humphrey
Chief Executive Officer and Managing Director (Count)
Grahame Evans
Executive Chair Wealth
Paving the Way for Positive Change
We are a wholly owned subsidiary of Diverger Limited, a major player in the accountancy and financial services industry. Other subsidiaries of Diverger Limited include GPS Wealth, Knowledge Shop, Paragem, The SMSF Expert, Tax Banter and Tax Bytes.
