1/4

You're likely here because your accountant told you about us? ​ Welcome. We're glad you came and hope to meet you soon.

Financial planning solutions are best delivered when your accountant and financial planner work together. 

 

Succession, estate or superannuation planning have tax considerations and are best delivered as part of an integrated plan. We can help.

Planning for Retirement

Retirement tends to roll around a lot sooner than we expect. Laying plans from an early stage will ensure you enjoy the best retirement possible.


What are my retirement options?

 

Most of us look forward to retirement. It’s a chance to explore new horizons, do all the things we never had time for when we were raising a family or pursuing a career, or just a time to relax and enjoy life at a more leisurely pace.

Merit Planning (North Brisbane) Pty Ltd ABN: 27 095 885 842 Asic No. 316833 is an authorised representative of Merit Wealth Pty Ltd ABN: 89 125 557 002 (AFSL 409361)

2015 Merit Planning (North Brisbane) Pty Ltd 

T: 0411 618 899

 

GPO Box 2382
Brisbane QLD 4001

 

 

  • LinkedIn Classic

This website is intended to provide general information only and has been prepared by Merit Planning (North Brisbane) Pty Ltd ABN 27 095 885 842  (AFSL 409361) without taking into account any particular person's objectives, financial situation or needs. You should, before acting on this information, consider the appropriateness of this information having regard to your personal objectives, financial situation or needs. We recommend you obtain financial advice specific to their situation before making any financial investment or insurance decision.