Some handy resources to help you on your way

We've pulled together a growing list of handy tools, calculators, publications, links and other information to assist you in your personal financial planning journey.

Publications

Investment Solutions Spring 2017
Spring edition of our Investment Solutions Magazine
Barossa Wealth - Investment Solutions - Summer 2016 - tn
The latest insights magazine from Merit Wealth
What can your adviser do for you - Barossa Wealth - tn
We can make it easier for you to be who you want to be and live the lifestyle you aspire to.
Insurance facts
As insurance can be a considerable expense, you don’t want to pay for more
than you need.
Risk & Return
This guide will help you with your investment or super portfolio.
Estate planning
Make sure your family is provided for and your assets go where you want them to.
Redundancy
You're not generally planning for redundancy, so when you get the news you are often unprepared.
Financial Planning
Mistakes you might make and opportunities
you may miss if you ‘go it alone’.
Show More
Money Health Check
It asks you some easy questions about your personal finances and gives you simple steps and tips to improve your situation.
Budget Planner
Work out where your money is going. Check if you are spending more than you can afford?
Super Calculator
How much superannuation you'll have when you retire. How fees affect your final payout.
Retirement Planner
What income you are likely to have from super and the Age pension after you retire

How contributions, investment options, fees and retirement age affect your retirement income from super

What actions you can take to boost your super and retirement income
Show More

Calculators

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)

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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.