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What do our clients say?

Karan

Mark has worked with BM&Y clients and produced desired outcomes by understanding their needs. In our dealings with Mark, he has demonstrated a high level of professionalism, integrity and willingness to work as a team.

Karan Mehta – CPA, FFIN, AFF (ICAA)

HELPED US RETIRE 5 YEARS EARLIER

WE NOW KNOW EXACTLY WHERE OUR MONEY IS GOING

THEY HAVE SIMPLIFIED MY FINANCES

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”

Jim Rohn

Why Merideon?

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.

Finance Awards and Certification