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What do our clients say?
We had signed up with an advisor from our bank and as we were very green and new to all of this, we did not get the service we asked for and lost money in this process. Ann at Merideon then advised us that our super was in a very low return rate. She put us on the right track to achieve a better result for our retirement and helped us get some control with our Super. We understand it much better now and would recommend this service to everyone.
Bill & Teresa Smith
01 December 2016
23 August 2016
HOW DO YOUR FINANCES RATE? TRY A QUICK WEALTH CHECK
“Live off 70% of your net income and utilise 30% to build wealth and happiness”
Merideon Wealth Strategies is an award-winning Financial Advice firm because we are passionate about adding value to our clients and community.
We believe that everyone can live a more enriching life if they understand and take control of their financial situation. We want people to understand that money doesn’t buy happiness, but it does provide choices that help build a happier life.
To achieve this it is our mission to work closely with our clients to understand what is truly important to them and build a quality financial plan to make it a reality. We then help implement strategies to improve your situation, reduce your risks and simplify the management of your finances.
Once these are in place we continue to work with you; to discuss your ideas and concerns, keep you accountable to your goals, improve your financial intelligence and continuously look for ways to optimise your financial future.