Like you, our relationship with your accountant is built on a platform of proven performance, trust and respect. And this is an important place from which our relationship with you will be formed.
When dealing with a financial planner, you will sometimes need to share quite personal information, and we absolutely respect this privilege.
In all that we do for you, we will respect you, your wishes, your privacy and most importantly, your right to sound financial advice, services and products.
In all that we do, our aim is to secure and protect you, your assets, your investments, your future.
You’ve worked hard your whole life to accomplish your goals and provide for your family.
Unfortunately, much of your hard work can come undone if you fail to plan for protecting and managing your wealth.
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, Merit Planning can help evaluate your circumstances and develop a plan that moves you closer to fulfilling your rewarding vision for the future.
Respect. Protect. Reward.
We subscribe to this 3 word philosophy, as it forms the foundation of the relationship we have with Merit Wealth, the relationship we have built with your accountant, the relationship we will build with you and the services we will provide.
We understand the value of a trusted adviser.