Don't let your hard earned cash go to waste. Make your money work for you to increase your wealth.

One of the most common questions we ask our clients is “Do you know where your money is invested in your super account?”, and the answer typically seems to be “No”. Would you prefer long term growth or security in the short term?

Although it may not be your number one priority at the moment, in future years and into retirement, your superannuation account may be your most valuable asset.

That’s why we advise you ensure your super is invested in a way that best suit your circumstances not just for now but also for the future. We can help you understand how your money is invested and what options you have including consolidating your super accounts.

You may be unsure of whether you have any income protection or life insurance through your super and are interested in applying for one, or maybe you just want to invest your savings to prepare for the future. Our financial planners are dedicated to providing knowledge and financial advice tailored to meet wealth creation and preservation needs for our clients seeking lifestyles of choice.

Every new year we make new resolutions for ourselves. This new year when your writing down your personal goals don’t forget to write down your financial goals too. As you move through life your lifestyle needs change just like your financial needs and goals change with you. It is important to make sure that you are still on track to achieving your long term financial goals. Meeting with a financial planner regularly ensures that your goals are on track and that you are getting the most out of your money. Why not make a complimentary initial appointment with our financial planning team today.

Our Financial Planning services include (but are not limited to):

  • Budgeting
  • Age Pension applications
  • Assistance with Centrelink payment applications
  • Retirement planning (including transition to retirement income streams)
  • Estate planning
  • Self-Managed Superannuation Funds

Catherine Maguire – Authorised Representative Number 1250162
Younique Financial Services Pty Ltd T/A Tick Tax Financial Planning – Corporate Authorised Representative Number 1250161
Financial Services Guide: Click here to download

Merit Wealth
Merit Wealth Pty Limited, ABN 89 125 557 002 (AFSL409361)
Level 2, 115 Pitt Street, Sydney NSW 2000
Tel 1300 785 611
www.meritwealth.com.au
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"The accounting services and BAS preparation are always completed to a high standard. The tax planning services provided important strategic steps to consider taking in order to optimise both business and personal tax forecasts. This service saved my company over $5500 in company tax that will be used for growing the business. Absolutely professional, go way above and beyond 'normal' customer service. Tailored services and always happy to answer any questions that pop up. Highly recommended."

Maris Ozols

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