Welcome to Meridian Financial Planning!

Meridian means “Pertaining to a period of greatest prosperity” .

Following the principal of life-stage financial planning, Meridian Financial Planning offers you an ongoing partnership to help you build towards and achieve your financial goals – no matter what life throws your way.

Meridian Financial Planning is uniquely structured, offering solutions for all your financial needs. We provide a comprehensive range of financial planning services including:

• Investment advice;
• personal protection insurance advice;
• corporate and personal superannuation; and
• tax minimisation strategies.

To ensure that all of your financial needs are met, we have associations with other specialist organisations in the areas of:

• mortgage broking;
• general insurance broking; and
• legal and chartered accounting services.

Whether you’re starting out, nearing the end of your working life or somewhere in between, our advisers can work with you to ensure your tailored and strategic financial plan grows and adapts with you.

If you are ready to start your financial planning journey, contact us today on 02 9543 7821.