Your Wealth is a big responsibility.

Investments, super, succession, insurance, estates, tax … it can be confusing!

Your Life

Your life is all about the people and things you love.

Our expertise lies in helping you make sound financial decisions today to create a better future for tomorrow.

Your Business

Your business is probably one of your most valuable financial assets.

We'll help you build a solid foundation for your business, in order to maximise the value of your investment. 

Your Financial Journey

No matter where you are on your financial journey, we'll help you achieve your dream future.

From our very first interaction, we focus on your current situation and where you’d like to be so we can deliver the best possible level of service.

Over 29

Years of Experience

About Us

You're probably here because your accountant told you about us.

Welcome. We're glad you came and hope to meet you soon.

Financial planning solutions are best delivered when your accountant and financial planner work together. 

Succession, estate and superannuation planning have tax considerations, and are best delivered as part of an integrated plan. We can help.

Our Services

Financial planning solutions are best delivered when your accountant and financial planner work together.

Merit Planning NCC is a financial advisory firm dedicated to helping you successfully manage your financial planning needs. We believe good financial advice is key to building and protecting wealth. Our mission is to provide well-researched, clear and straightforward advice to help you make sound decisions, maximise wealth, and reach your financial goals.

Want to know more?

Contact us today and we will be in touch as soon as possible.