We are a financial advisory firm based in the Barossa Valley. We exist to assist our local clients in successfully dealing with their financial planning, investment, SMSF and insurance needs.

Why did we come into the office today?

Our objective is to provide you with informed, well researched, clear and straight forward advice that will assist you in making sound financial decisions.

Our aim is to ensure that the decisions that you will make have a positive impact on your most precious assets - You, your family, your business, your future.

Meet Nick Schuster

Nick is a dedicated financial planning professional who is passionate about helping his clients to set, achieve and protect their financial goals, and secure the  future and financial freedom they desire.

BA Accounting
Grad Cert Financial Planning
CPA Member

ASIC Adviser ID 333303

 

Director

Financial Planner

SMSF Specialist

The difference between Nick and many other financial planners is that he is also a qualified CPA.

 

This combination of skills and knowledge means that he is in a position to understand your situation from a tax and accounting standpoint, and often sees ways and methods of delivering results which other advisers might miss.

Integration is the Key. Succession, estate and superannuation planning all have tax considerations and are best delivered as part of an integrated plan and process.

 

Nick assists his Barossa Wealth clients to hone their goals and put the steps in place to build and manage wealth. He helps them to navigate the complex superannuation rules to maximise returns or arrange insurance to reduce risk and secure a positive future.

 

He specialises in private wealth management and retirement planning and has expertise in helping clients build wealth, plan successfully for retirement and manage life transitions including divorce, redundancy, and estate planning.

 

He also has many years of experience as a successful adviser across SMSFs and listed investments including direct shares, exchange traded funds and other listed securities.

Also in Nick's corner are the professional support team from Merit Wealth, backed by a wealth of 'best of breed' industry know-how and resources.

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.