Additional Investment Services

Additional Investment Services

Meet Brian Nash.

Brian is the director of Merlea Investments and has been running the Merlea Investments dealers licence since 1995.

The advisers licenced through Merlea Investments are guided by Brian and his compliance team providing technical, software and financial planning support. Should you be interested in joining our licence, please reach out to Brian for a chat.

Brian is the leading force behind Merlea Investments proprietary market research software which enables clients to achieve proven results of low risk and low volatility, while achieving targeted investment returns for Merlea Investment clients

Investment Committees

An Investment Policy is created with the help of Brian and the financial planners of each practice implement that investment strategy.

Portfolio Construction

As part of being an authorised representative of Merlea Investments or a dealer group subscriber you will get access to direct share and managed fund investment models.

Direct Share Research

Our direct share research allows you to understand better about the share market. To provide more confidence for you to decide what, why and when should the client buy it.

Dealer Group & Publication Subscription

Merlea Investments Dealer Group subscribers attend regular Economic and Market Updates either in person or via video link.

Testimonials

Client

G and H, WA

"My wife and I have been clients of Brian and Merlea Investments for 26 years where they have managed the Investments of our Self-Managed Super Fund and our other personal investments. Brian’s knowledge of the Investment Markets is outstanding, he explains the complex investment issues to us in an easy-to-understand fashion. Brian has provided trusted, professional, and sound investment advice to us as we have moved from Accumulating our Wealth through into Retirement Planning. Their communication is wonderful, we really feel like that they work hard to grow our wealth."

Client

Bill, QLD

"We have been working with Brian Nash and the team at Merlea for 3 years. The support from Merlea is consistently excellent, Brian’s research and commentary are extensive and insightful. Our clients love the regular information and transparency around their assets and are thoroughly engaged in the process."

Client

Jayne, QLD

"Brian and the Merlea team have been an integral part of my business since 2006.  Their unique research system supports my investment philosophy and enables me to offer the specialized service to clients that I wished to.  The research and methodology coupled with the technology system that has been developed to apply it, allow us to offer an efficient and effective Individually Managed Account Service. In addition, as a self-licensed Adviser, I am very grateful for the encouragement, support and mentorship Brian provides."

Merlea Investments

Comprehensive Financial Planning Advice