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What do our clients say?
"We have found Mark to be extremely easy to deal with, professional, knowledgeable, patient and understanding as we are new clients with very little knowledge about investment. Mark also help us out with personal insurances, which can be a nightmare to organise. He made it very easy and did all the hard work for us. We have no hesitation in recommending Mark and his staff."
M & S DeBonde – Secret Harbour
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.