North Adelaide, SA
As our new client, bringing in the following on your first visit, would help our expert consultants know what best services to provide you.
In our initial consultation we shall aim to understand your overall financial portfolio, and potential financial objectives. This will help inform our professional advice in facilitating achievement of your goals. Gaining a full picture of your circumstances will help us ensure a smooth and efficient consult.
Things to bring to our first meeting:
- Personal Identifications, e.g. Driver’s license or Passport
- Latest tax return or payslip
- Latest Superannuation statement, including self-managed super funds
- Policy Schedules of current Insurances
- Summary of current personal assets (e.g. car, home, investment assets)
- Summary of current liabilities (e.g. mortgage, loans, credit card debts)
Our Services
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.