28
Years of Combined Financial Planning Experience
Merlea Investments is a Self-Licenced, boutique financial planning practice with offices located in Adelaide, regional South Australia and Tasmania. Since 1995 we have been specialising in providing personal financial planning advice for individuals across Australia.
You Can Count On The Undivided Attention Of a Team That Prizes Relationships Over Profits.
About Us
Comprising an exceptionally strong team of Authorised Representatives offering many years of professional experience and backed by an efficient administrative team of dedicated staff members, Merlea Investments prides itself on a strong history of prime, quality advice with exceptional customer service.
The Merlea Philosophy - Our Team Commitment To You
- We are honest, truthful, ‘up front’ and open with you at all times, and we expect you’ll be like that too. That way we will build a life long and valuable relationship with each other.
- We will honour our commitments to you absolutely.
- Our programs will always be of exceptional quality and designed to help you add significant value to your investments.
Portfolio Management
Ongoing monitoring and reviewing is an essential part of any investment and wealth creation program.
Tax Planning
Tax effective investing begins with the right structure. Merlea will look to balance a tax effective structure with your greater personal and financial circumstances.
Wealth Creation
Whether you’re looking to save for your first home or invest excess savings to fast-track retirement, Merlea offers a range of Personal Investment services.
Superannuation
Merlea Investments specialises in Self Managed Super Fund (SMSF’s), but offers a variety of ways to help take control of your retirement savings.
Personal Insurance Advice
It is important to consider the risks and plan for the contingencies which could arise along the way. Merlea can examine your risks and develop a risk management plan tailored to you.
Other Financial Services
Merlea also offers assistance with Cashflow and Budgeting, Aged Care and Centrelink benefit enquiries, among many other services.