Merit Planning in Dural, New South Wales, Australia | Financial planner

Merit Planning

Locality: Dural, New South Wales, Australia

Phone: +61 1300 827 439

Address: Lvl 1, The Pavilion, Unit 41 New Line Road 2154 Dural, NSW, Australia

Website: http://www.meritfp.com.au

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• Financial service
• Financial planner
• Financial consultant

24.01.2022 Dedicated to educating and enabling Aussies to take control of their financial future. Today we are at our new 2nd office in Camden taking our referral partners through our client education initiative: ‘The Lunch & Learn Series’. A regular relaxed boardroom lunch designed to provide up to date market and wealth creation strategies direct to our Accountant partner’s clients to help them get ahead. Stay tuned.

22.01.2022 HAPPY BIRTHDAY TO OUR SHAN! (Gluten free!)

20.01.2022 TODAY IS A VERY GOOD DAY! Thank you Pfizer & BioNTech and take that Covid!

16.01.2022 We welcome Shan Yahanpath to the Merit Family today! We are thrilled to have you on board and we know you will shine brightly!

09.01.2022 Thrilled to win PRACTICE OF THE YEAR at the Easton Wealth Virtual Awards for 2020!! Well done team - what a year to be present and proactive with our clients! Hats off to all of you for everything you do! WHEN THE GOING GETS TOUGH THE TOUGH GET GOING

07.01.2022 Great interview by Paul Sweeney head of the Pretium Solutions Client Advisory Board - Jim Mills & Paul Sweeney discuss the importance of tax effective wealth extraction for small business owners. https://www.facebook.com/100013976891188/posts/983565588785995/?extid=TSMaSv8Q9Z9y9t2S&d=n

06.01.2022 Take a virtual tour of our new 2nd office in Camden Village Court. Really excited to be extending our service offering to the Macarthur region! Stay tuned we will be recruiting for vibrant professionals to join the Tribe in the new year. Shout out to Matt Randell of Randellbuilt who took care of our office fitout - we love your work Randellbuilt!! (Check them out here https://instagram.com/randellbuilt?igshid=32xg2aae19tn or call 0416644655 - highly recommended)

05.01.2022 So with interest rates at all time lows and companies looking to slash dividends in 2021 - how are you reviewing your current portfolios?

02.01.2022 With the US election looming tomorrow, Jim Mills of Merit Planning & Will Douglas of Morgans CIMB discuss the complexities of the American system and what to expect from Election Economics. WHO WILL WIN??