You're One of the Smart People

You know that you can't just HOPE for a brilliant future...

You have to PLAN for it!

We Can Help.

Welcome. Barossa Wealth provides financial services to clients in the Barossa Valley area of South Australia.

Our clients all have different needs and wants, but generally, they come to us with a vision for a better lifestyle, security and peace of mind.

​Whether you are starting a career and family, building a business or settling down to retirement, you probably have a list of financial goals that you want to achieve: from accumulating and preserving wealth, to passing it on to loved ones.



No matter what your financial goals may be, Barossa Wealth can help evaluate your circumstances and develop a plan that moves you closer to fulfilling your rewarding vision for the future.

If this is what you're looking for, we look forward to hearing from you and hope to meet you soon.

Barossa Wealth-II-winter19.PNG

Investment Solutions Magazine - Winter 2019

 

In this edition of Insights and Investment Solutions magazine, learn about the latest market update on local and international markets.

 

We take a look at sustainable investing and how investors are increasingly interested in how a company makes money, not simply how much it makes.

 

Finally, we share seven super strategies for end of financial year.

 

Download (PDF): Investment Solutions Magazine - Winter 2019

What can your adviser do for you?

 

In the words of Warren Buffett, "Someone’s sitting in the shade today because someone planted a tree
a long time ago". 

It’s all about making it easier for you to be who you want to be and live the lifestyle you aspire to. With the help
of your financial adviser – you can make it a good one.

Budget 2019 thumbnail.PNG

Budget 2019-20 - The Ballot Box Budget

 

This is a Budget not only designed to showcase the return to surplus (and by default the Government’s economic credentials) but engage voters with initiatives to make them feel like they are more prosperous. A massive infrastructure spend adds to this sentiment.

 

The Government has also stated that it will keep taxes as a share of GDP within the 23.9% cap.

 

All measures, of course, are reliant on the relevant legislation passing Parliament which is by no means a given with an election looming.

 

Budget 2019-20 Highlights include... Download the Merit Wealth 2019 Budget Summary

Barossa Wealth Pty Ltd

ABN: 90 134 249 175  Asic No. 1251405

is an authorised representative of Merit Wealth Pty Ltd ABN: 89 125 557 002 (AFSL 409361)

2017 Merit Planning Pty Ltd 

23 Gawler Street

Nuriootpa SA 5355

T: 08 8562 2777
F: 08 8562 3144
 

The content of this site is dated January 2017 and has been prepared for Barossa Wealth Pty Ltd by Merit Wealth Pty Ltd, ABN 90 134 249 175 under Australian Financial Services Licence No. 409361, (“Merit Wealth”).Merit Wealth is wholly owned by Hayes Knight Financial Services Pty Ltd, (HKFS). HKFS is a subsidiary of Easton Distribution Services Pty Ltd (ABN: 67 167 184 072), a wholly owned subsidiary of Easton Investments Limited (ABN: 48 111 695 357), (EAS) 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. 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. © Merit Wealth Pty Ltd.