Licensee Services
Financial Planning
Empowering you to navigate the world of advice.
Partner With a Firm That Understands Accounting and Wealth Management
Whether you are an accounting practice with financial planning or a financial planning practice with accounting, Merit Wealth has the knowledge and resources to build your business.
We work with key stakeholders across both businesses (not just the adviser) to deliver positive outcomes. Understanding the relationships, personalities, friction, or bottlenecks that may exist means we can work together to facilitate change.
We have a variety of resources, partnership models and solutions available to you – all supported by a documented framework and practitioner-led resources.
Practice Development & Partnership Support
Through our partnership models, we’ll work with you and your accountant to deliver optimum business and client outcomes.
Licencing & Compliance
We provide on-call access to compliance expertise supported by comprehensive policies and procedures, annual compliance audits, and coaching.
Operations & Adviser Support
Our operations team is here to facilitate an efficient onboarding process and support you with any operational enquiries.
Professional Development & Education
Our national conference and PD days are invaluable opportunities to connect, socialise, and learn with your peers
Technology
With on-call support for Xplan, you can access Model Office and a variety of practice management templates.
Accountants SetPlay Book
Referral relationships are one of the most common ways in which advisers and accountants can work together for mutual business benefit. However, it is important that the process of establishing such relationships be approached in a systematic way to increase the likelihood of success for both parties.
Developed by accountants and advisers to help you (step by step) build a quality referral relationship.
Effective Client Engagement
Merit Wealth provides the best practice systems, tools & training for successful practices and those who want to be successful.
Our systems & tools have been developed and used by accountants and advisers for accountants and advisers.
Referral Partner Events
We help you run informative events whether it be timely economic updates or wealth creation seminars to provide value to your clients and keep them informed. This can also lead to new opportunities for both you and your referral partner.
Branded accountant &
client communications
Using our state of the art systems powered by Salesforce, we do the heavy lifting for you. On your behalf we keep your referral partners and clients informed about key changes in the global and domestic market in real time.
Want to Know More?
Contact us today and we will be in touch as soon as possible.
