Meridian Wealth Management is a privately owned financial advisory and wealth management firm located in the Melbourne CBD.
Meridian Wealth Management operates under its own Australian Financial Services & Credit Licence No. 446448 ensuring that all advice provided is 100% independent of any bank or insurance company.
Since 2004, Meridian Wealth has continued to service and support clients through their life stages and investment journey to help them make the right financial decisions at the right time.
We are not a multi-national bank or a massive investment management vehicle, but we are exceptional at what we do and have the experience in doing it for you.
WHO WE ADVISE
Meridian Wealth Management currently advises executives, professional sports people & athletes, expatriates, families, high net worth clients, investors and small businesses to protect, grow, manage & distribute their assets.
WHAT WE ADVISE ON
We provide strategic advice in all areas of financial planning. This can be achieved through efficient cashflow management, well researched strategies and, the use of structures for control and risk management to protect your lifestyle and financial security
We provide professional and personalised advice on the following:
- Cash Flow Management
- Debt Management and Budgeting
- Superannuation - Corporate, Personal and Employer
- Self Managed Superannuation Funds (SMSF)
- Investment and Retirement Planning
- Personal and Business Insurances
- Business Succession Planning
- Estate Planning
- Securities (Shares and Managed Funds)
- Executive Share & Options
- Managed Discretionary Account Services (MDA's)
- Significant Investor Visas (SIV's)
We can also facilitate access to:
- Local and International Banking
- Mortgage broking
- Commercial financing and leasing
- Legal
- Taxation, Accounting and Business Advisory Services
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Suite 238 MALVERN, 29 Milton Pde, Malvern, VIC, 3144
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