Meridian Wealth Management

  • Profile: Meridian Wealth Management is a Investing company located at Melbourne, Victoria Australia, address is Level 8, 230 Collins St, Melbourne 3000 VIC, postcode is 3000, you can contact Meridian Wealth Management by phone 03 9650 5281
  • Description:
    Meridian Wealth Management is a privately owned financial advisory and wealth management firm located in the Melbourne CBD. Meridian Wealth Management operates under its own Australian Financial Services & Credit Licence No. 446448 ensuring that all advice provided is 100% independent of any bank or insurance company. Since 2004, Meridian Wealth has continued to service and support clients through their life stages and investment journey to help them make the right financial decisions at the right time. We are not a multi-national bank or a massive investment management vehicle, but we are exceptional at what we do and have the experience in doing it for you. WHO WE ADVISE Meridian Wealth Management currently advises executives, professional sports people & athletes, expatriates, families, high net worth clients, investors and small businesses to protect, grow, manage & distribute their assets. WHAT WE ADVISE ON We provide strategic advice in all areas of financial planning. This can be achieved through efficient cashflow management, well researched strategies and, the use of structures for control and risk management to protect your lifestyle and financial security We provide professional and personalised advice on the following: - Cash Flow Management - Debt Management and Budgeting - Superannuation - Corporate, Personal and Employer - Self Managed Superannuation Funds (SMSF) - Investment and Retirement Planning - Personal and Business Insurances - Business Succession Planning - Estate Planning - Securities (Shares and Managed Funds) - Executive Share & Options - Managed Discretionary Account Services (MDA's) - Significant Investor Visas (SIV's) We can also facilitate access to: - Local and International Banking - Mortgage broking - Commercial financing and leasing - Legal - Taxation, Accounting and Business Advisory Services
  • Opening Hours:
    Mon 9:00 am - 5:00 pm
    Tue 9:00 am - 5:00 pm
    Wed 9:00 am - 5:00 pm
    Thu 9:00 am - 5:00 pm
    Fri 9:00 am - 5:00 pm
    SatClosed
    SunClosed
  • Payment Options:

    Direct DepositEFTBPay

  • Services:

    Investing

    Service Options

    ConsultingFund ManagementRetirement PlanningPortfolio ManagementAnnuitiesInvestor EventsInvestment TrustsSharesBusiness InvestmentsRolloversAsset ManagementBonds

Google Map of Meridian Wealth Management address: Level 8, 230 Collins St, Melbourne 3000 VIC.

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