Home > Wealth Check
Select the answer that best applies to you or skip any questions that aren't relevant for your circumstances. Once complete click the CALCULATE button and your score will be automatically calculated. You can then save the information and forward it to a Merideon Financial Adviser to see how they can help you improve and protect your family's long term wealth.
If you have any questions or would like to make an appointment, contact us on the details below.
Calculate
If you would like to organise a Financial Planner to contact you about your situation, please complete the information below. You will be contacted within 2 business days.
Merideon Wealth Strategies would like to keep you up to date with relevant information, such as market reports, legislation changes, useful tools, articles and strategies to help you build and protect your family's wealth.
Yes No
*I have read the important privacy information
* required fields
Submit
First Name (required)
Surname (required)
Your Email (required)
Age Group Less than 3535-4545-5555-6565 plus
Interests Self Managed SuperWealth AccumulationRetirement PlanningBusiness OwnersFIFO Workers
Your privacy is important to us and Infocus Securities Australia Pty Ltd. You may request access to your personal information at any time by calling us or contacting Infocus Securities Australia Pty Ltd on 1300 46 36 28. Information collected will be subject to Infocus Securities Australia Pty Ltd’s Privacy Policy. You can also contact us or Infocus Securities Australia Pty Ltd if you do not wish to receive information about products, services or offers available from us or Infocus Securities Australia Pty Ltd from time to time.
First Name
Surname
Your Email
Phone
Interests Investment AdviceSuperannuationSelf Managed SuperannuationLife InsuranceDebt & Cashflow ManagementBusiness Risk ManagementRetirement PlanningIncome Protection
All fields are required.
Phone (required)
Preferred Chat Day MondayTuesdayWednesdayThursdayFriday
Preferred Chat Time 9am-11am11am-1pm1pm-3pm3pm-5pm
We have partnered with Infocus Lending Advisory to provide our clients with a professional Mortgage Broking service. If you would like someone to contact you to review your lending needs please complete the below details.
First Names
Phone Number
Email Address
Age Group Choose Optionunder 3535 - 4545 - 5555 - 6565+
We are interested in... Home Loan ReviewNew Home LoanInvestment LoanSMSF LoanOther type of LoanInvestment AdviceSuperannuationLife InsuranceDebt & Cashflow ManagementRetirement PlanningIncome Protection
How did you find out about us? Choose OptionReferralWord of MouthSearch EngineAccountantFinancial AdviserNewspaperSeminarFacebookLinkedInOther