Merideon is an award winning team of professional Financial Advisers and support staff dedicated to achieving a better future for our clients.

Merideon is a full service, holistic Financial Planning firm, which means we consider your entire situation and financial needs from budgeting, debt reduction and personal insurance, to retirement planning and sound investment strategies.

The team consists of experienced financial specialists who work together to provide personalised strategies to individuals, families and businesses. Merideon's diverse specialties and extensive network of external professionals, means that we can integrate all of your financial needs through one point, to ensure each aspect of your situation is working towards achieving your goals.

If the advice you need is outside of our scope, we will work closely with your other advisers to achieve better outcomes for you.

Our advice is charged on a flat fee basis. This means we can provide advice on the strategy that suits you best, not the one that pays the best. This allows us to add significant value to our clients even if they don't have significant assets to invest.

Although we are locally owned and operated, Merideon has chosen AXA Financial Planning Ltd as our licensee. This gives us access to industry leading resources, compliance and research which we can leverage to benefit our clients.

We also have access to a diverse range of well researched, quality financial products across superannuation, insurance, investment and gearing that allow us to tailor a solution to meet your needs.

Unmatched commitment to delivering the best for our clients has led Merideon to become one of the most awarded

Financial Planning teams in the region. Some of our team's achievements include :

• WA Value of advice Winner 2010 - Matthew Ripley
• WA Value of Advice Finalist 2010, 11 - Mark Rattigan
• AFA National Rising Star Top 6 2010,11 - Mark Rattigan
• Rotary Pride in Workmanship Finalist 2010 - Nathalie Pires
• Telstra WA Young Business Achiever 2003 - Mark Rattigan

The Merideon Difference

Holistic approach
We believe that for someone to build real long term wealth they need to start with a solid foundation. Merideon takes an overview of a client's entire position to identify any areas of weakness before developing a wealth plan to achieve their goals.

Starting with understanding and protecting cashflow, Merideon builds a plan based on sound fundamentals to achieve their goals whilst minimising risks.

Family focussed
Everyone wants to live well and take care of their family. Merideon is passionate about building and protecting long-term wealth for families.

We look outside of our client's immediate situation to identify opportunities and risks in their broader family to maximise their financial situation. Then we work to ensure that our client's wealth is transferred appropriately to the next generation.

Financial Education
At Merideon we feel that just providing advice to our clients is not enough. We are passionate about educating and empowering our clients to improve their financial intelligence.

Through education we believe our clients will achieve greater long term results. We are constantly developing new ways to educate our clients from our Client Library, Investment updates, Healthy, Wealthy and Wine! nights, regular seminars to our Client website, training videos and social media updates.

Community Minded
As well as helping our clients Enrich Tomorrow, the Merideon team is passionate about helping others.

Our team members volunteer their time to numerous causes and organisations including the State Emergency Service and the Peel Chamber of Commerce.

We also raise funds for important causes through a number of initiatives.

Starting in 2012, Merideon will also hold their inaugural Fundraising Ball to raise money for KOTO. At a recent conference in Vietnam our team met and were inspired by Jimmy Pham's KOTO organisation. "Know One Teach One" is Jimmy's philosophy in helping street and underprivileged Vietnamese children take control of their future. Through his restaurants, Jimmy teaches life and career skills to help these children change their families' lives.