Our Vision : Enriching Tomorrow.

At Merideon our vision is to Enrich the future of our clients, our team, our business partners, their families and our broader community.

According to Google dictionary Enrich has multiple meanings:

1. Make wealthy or wealthier.
2. Improve or enhance the quality or value of

Although our expertise is providing financial advice, we do so with a focus on the second definition “to improve or enhance the quality or value of tomorrow”.

We realise that simply increasing our client’s financial position is not enough. By understanding what is truly important to people we are able to help them achieve greater value for themselves and their family.

For us Enriching Tomorrow includes :

  • Understanding people and helping them understand themselves.
  • Inspiring people to achieve what is truly important to them.
  • Teaching and sharing sound principals to build a better future.
  • Helping improve and protect people’s financial position to enable them to fund their desired lifestyle.

Every day we will strive to Enrich someone’s future – whether it is helping ease the burden on a family suffering a tragedy, removing stress so someone can focus on what’s important, educating or empowering a person so they can take control of their future, helping someone truly understand what they want to achieve in life as well as developing the wealth to achieve it.

By enriching the lives of those we meet, we hope to empower them to enrich the lives of others. We realize Merideon won’t create world peace or develop a cure for cancer, but we may help someone who can, or a parent to better educate a child that does or provide funding to an organisation that does.

Our Mission : Personal. Simple. Inspired.

These three words were developed by our team to best represent our philosophy for how we run our business, as well as our focus in delivering service and advice to our clients.

Personal
We realise that everyone is different, not only their financial position but their goals, fears, values and priorities.

We take the time to understand as much as we can about each person so that we can deliver tailored advice and service to meet their needs.

Long term relationships are important to us and we want our team to be there for you when you need us. Therefore we strive to continually improve and adapt our services to better suit our client’s changing needs.

Simple
In the complex field of finances, this may appear a strange word for us to focus on but we feel it is one of the most important.

We aim to simplify our client’s situation to allow them to regain control of their finances, reduce stress and focus on what’s important.

We will speak in simple terms about complex topics to allow our clients to better understand their strategies.

We focus on developing simpler processes for implementing strategies and delivering our advice to help make your experience smoother and keep our costs down.

Inspired
This word encompasses many aspects of our business.

Part of our role is to inspire people to make changes and keep going when the going gets tough.

It relates to the type of advice we provide. Never a one-size-fits-all approach, but a strategic, well researched and team based solution. Our team is continuously learning and brainstorming to ensure we have leading edge knowledge and ideas.

Our approach to business is also inspired. We are focussed on continuous improvement and researching new opportunities to ensure our clients are receiving the best possible service we can deliver.

By living these 3 words every day we believe that Merideon will be able to achieve our Vision of Enriching Tomorrow.

Our Values

Our aim is to become the trusted long-term financial advisers for our client’s and their family.

To achieve this we strive for the following core values in our team and clients:

  • Provide a Client focussed service
  • In an Positive and Fun environment
  • Based on Mutual Respect,
  • Transperancy and honesty.
  • With a Collaborative,
  • Proactive approach,
  • our team are Passionate,
  • Knowledgeable and
  • Take the time to truly understand our clients
  • And Celebrate achievement.

Our Philosophy

Wealth creation is a very complicated topic and there are thousands of strategies and opportunities promoted every day. To cut through the complexity Merideon has developed a simple philosophy that should be at the centre of your Wealth creation plans.

To provide you and your family with 100% of your income
at all 3 stages of your life.

wealthstages

By firstly implementing adequate long term Personal Protection strategies, we ensure that if you are unable to work due to accident or illness, the financial impact on you and your family is limited and your previous hard work is not lost.

Secondly we seek to free up cash by reducing personal debt and utilising effective tax strategies.

With this discretionery income, we implement sound, long term strategies to ensure adequate retirement funds and then improve today’s lifestyle by developing passive income.

Our second philosophy is in relation to spending less than you earn. Without this philosophy it doesn’t matter whether someone earns $30,000 per year or $300,000 they will never create wealth.

Our philosophy is based on Jim Rohn’s strategy of:

live off 70% of your net income and
utilise 30% to build wealth and happiness

To be more precise we have developed the following target allocation of income :

incomeallocation

Savings Protection Living Wealth
Short term goals, debt reduction, holidays Income replacement, personal insurance, emergency funds Loan payments, bills, shopping, entertainment Investment, superannuation contributions