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

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 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 2

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

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.

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 

T: 08 8562 2777
F: 08 8562 3144
 

23 Gawler Street

Nuriootpa SA 5355

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.