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 more than your average Financial Advice firm, we don’t just focus on how much you have to invest, we consider your entire situation, your values 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.
Team based approach
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, which means it doesn’t matter how much you have to invest we can provide advice on the strategy that suits you best.
This allows us to add significant value to our clients even if they don’t have significant assets to invest yet.
Although we are locally owned and operated, Merideon has chosen Charter 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.
Award winning financial advice
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:
- Charter WA Adviser of the Year 2012 – Mark Rattigan
- Rotary Pride in Workmanship Finalist 2012
- AFA National Rising Star Winner 2011 – Mark Rattigan
- Rotary Pride in Workmanship Award Winner 2011
- WA Value of advice Winners 2010
- WA Value of Advice Finalist 2010 & 2011
- AFA National Rising Star Top 6 2010
- Rotary Pride in Workmanship Finalist 2010
- Telstra WA Young Business Achiever 2003
The Merideon Difference
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 managing cashflow, Merideon builds a plan based on sound fundamentals to achieve our clients individual goals whilst minimising risks.
Everyone wants to live well and take care of their family. Merideon is passionate about improving and protecting the financial future of our clients and their 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.
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 and our industry leading Knowledge Centre filled with training courses, articles, calculators and videos.
As well as helping our clients Enrich Tomorrow, the Merideon team is passionate about helping our broader community.
Our team members have volunteered their time and efforts to numerous causes and organisations including the State Emergency Service, Motor Neurone Disease WA, Association of Financial Advisers and the Peel Chamber of Commerce.
We have also sponsored and raised thousands of dollars for important causes such as Movember, Caring for Children, Princess Margaret Hospital Charity and the Waroona Districts Bushfire appeal 2016.