Merit Wealth

At Merit Wealth, we understand the importance of providing comprehensive financial services that cater to the unique needs of individuals, businesses, and Self-Managed Super Funds (SMSFs). With over 11 years of experience in the industry, we have developed a deep understanding of the challenges that accountants and financial advisors face in delivering holistic solutions to their clients.

Our Story

Merit Wealth was established in 2010 to bridge the gap between accountants and financial services providers. We recognized that most accountants lacked the expertise to provide comprehensive financial advice, and financial advisors often failed to consider the accounting aspects of their clients' financial situations. By combining our experience in accounting and financial planning, we have created a unique model that empowers accounting firms and financial advisors to deliver integrated solutions to their clients.

Our Services

We offer a range of services designed to support accountants, financial advisors, and SMSF specialists in delivering exceptional client outcomes. Our Full Authorisation model enables accounting firms to provide comprehensive financial planning services, while our Limited Authorisation model offers a relevant, accounting-centric limited license solution for those looking at their licensing options. Additionally, we provide support services, including training, compliance, and technology support, to help our partners scale their businesses and improve their workflows.

Why Choose Us?

Our team of experienced professionals has a deep understanding of the accounting and financial planning industries. We believe in the true value of advice and are committed to supporting our partners in delivering exceptional client outcomes. Our solutions are designed to be flexible, scalable, and compliant, ensuring that our partners can focus on what they do best - providing high-quality advice to their clients.

Get In Touch

If you're looking to make a difference in the way you work with your clients, we'd love to hear from you. Our team is dedicated to empowering accounting firms, financial advisors, and SMSF specialists to deliver holistic wealth management experiences.