As a member of Merit Wealth, Monica Tatton is licensed as an authorised representatives of the Merit Wealth Pty Ltd ABN 89 125 557 002, which operates under Australian Financial Services Licence No. 409361.

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Financial Services Guide Part 1 | 

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Financial Services Guide Part 2 | 

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Merit Wealth Client Profile | 

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Merit Wealth Risk Profile

INVESTING FOR TODAY AND THE FUTURE

We provide you with investment strategies to help you reach your short, medium and long-term goals. These strategies grow from an understanding of your current financial position, your objectives and your attitude to investment risk to ensure the best match between you and your investment strategy.

PUTTING YOUR SUPERANNUATION TO WORK

Superannuation legislation is complicated and ever-changing. Merit advisers keep abreast of the latest developments through ongoing professional development and access to technical experts. Our advice means your superannuation works as hard as you do.

P ROTECTING YOU AND YOUR FAMILY

Protecting your wealth and your lifestyle is as important as building it. You need to ask yourself the hard 'What if?' questions. Merit access a range of fully researched insurance products that balance protection with value for money. Whatever your wealth protection needs, we help provide peace of mind.

MANAGING YOUR BUSINESS SUCCESSION

Your business is important to you. In fact it is probably one of your most valuable assets. You have your life invested in it. But what happens if something happens to you or one of the key people in your business. You may have your succession planning in place but how do you protect against the unexpected. We can assist you in developing a succession plan that covers this contingency.

SHAPING YOUR RETIREMENT STARTS TODAY

You need to plan ahead for the retirement your deserve. The right plan helps ensure that this time of your life is not just comfortable, but enjoyable as well. We provide you with tax effective ways to maximise your retirement assets and future income. Starting today is better that starting tomorrow because your investment strategy will have longer to work for you.

EFFECTIVE ESTATE PLANNING

Estate planning goes further than just deciding upon the distribution of your assets to your beneficiaries. Our complete approach also takes into account who will maintain control of your assets and make decisions on your behalf should be unable to.

MAKING THE MOST OUT OF RETRENCHMENT AND REDUNDANCY

You may not think so at the time, but being retrenched can be a positive financial opportunity - so long as your payments are dealt with effectively. We advise you on how best to receive your payout and deal with any tax issues in the most advantageous manner. When you get to your next job, your adviser assists you to make the most out of your remuneration package.

UNDERSTANDING GOVERNMENT BENEFITS

You've paid your taxes and contributed to society. When the time comes, you want to receive all that you are entitled to. Our in-depth knowledge of social security legislation assists you to maximise your benefits and get the most out of your existing investments.


OUR PERSONALISED FINANCIAL PLANNING AND INVESTMENT SERVICES INCLUDE:

PERSONALISED ADVICE

Whatever your financial situation, Merit can help you with tailored advice:

- Financial Planning advice
- Wealth accumulation advice
- Wealth protection
- Superannuation advice, including self managed superannuation funds
- Succession planning
- Investment selection and ongoing monitoring
- Redundancy advice
- Retirement planning
- Gearing strategies
- Cash flow and debt management advice
- Life and disability insurance advice
- Estate planning services

QUALITY PRODUCT

Merit Wealth advisers are qualified to offer the following financial products:

- Managed Investments
- Superannuation investments
- Retirement Income streams
- Margin lending
- A comprehensive selection of risk insurance products
- Portfolio administration services
- Retirement saving accounts
- Direct equities
- Structured products

The content of this page is dated 6th June 2011 and has been prepared by Merit Wealth Pty Ltd ABN 89 125 557 002. Merit Wealth Pty Ltd operates under Australian Financial Services Licence No. 409361. This information has been given in good faith and has where applicable been derived from sources believed to be accurate at its issue date. However, it should not be considered a comprehensive statement on any matter nor relied upon as such. Merit Wealth Pty Ltd recommends that you obtain further information and conduct your own due diligence on the services it is offering and obtain your own professional advice on whether they are appropriate for you and your practice. This information has been prepared without taking into account your objectives, financial situation or needs. Before acting on this information consider its appropriateness. © Merit Wealth Pty Ltd.

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