We Are Committed to Providing top quality financial services.
01 - Portfolio Management
Ongoing monitoring and reviewing is an essential part of any investment and wealth creation program.
02 - 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.
03 - Personal 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.
4. 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 while providing peace of mind that you’re on the right track.
05 - 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.
06 - Other Financial Services
Merlea also offers assistance with Cashflow and Budgeting, Aged Care and Centrelink benefit enquiries, among many other services. Feel free to get in touch with us to find out how we can help your overall financial concerns.