Empowering you to navigate the world of advice.
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.
Through our partnership models, we’ll work with you and your accountant to deliver optimum business and client outcomes.
We provide on-call access to compliance expertise supported by comprehensive policies and procedures, annual compliance audits, and coaching.
Our operations team is here to facilitate an efficient onboarding process and support you with any operational enquiries.
Our national conference and PD days are invaluable opportunities to connect, socialise, and learn with your peers
With on-call support for Xplan, you can access Model Office and a variety of practice management templates.
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.
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.
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.
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.
Contact us today and we will be in touch as soon as possible.
The content of this site is dated May 2022 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 Diverger Pty Ltd (ABN: 48 111 695 357), (DVR) 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.
General Advice Warning – 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.
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