Our financial planning process

Our first meeting is cost and obligation free, so you have nothing to lose but sleepless nights.
Step 1

You or your accountant will identify that you have a need for specialised advice and will organise a meeting to introduce our services and discuss the issues to be covered.

Step 2

We will clarify our understanding of your world and work with you and your accountant to establish clear financial goals and objectives

Step 3

Our expertise on financial strategies and our knowledge across a range of financial products will be put to task to find options best suited to you and your situation

Step 4

We will confirm our advice with you and your accountant and walk through our recommendations to ensure that you feel confident making a decision

Step 5

We will assist you to implement solutions and work with other professionals that you have engaged in your planning

Step 6

We'll look after your investments for an agreed time-frame and always be there for you to update your options, adjust your plans and consider the impact of new events.

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

 

 

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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.