Financial Planning

Via our relationship with Merit Wealth, Nick as our in-house authorised representative is licensed to provide a wide range of services in the financial planning area including:

  • Superannuation
  • Self managed superannuation funds
  • Personal investments
  • Personal insurances (eg life insurance, income protection insurance)
  • Financial projections
  • Taxation & Centrelink planning Everything from personal insurances (life, TPD, income protection, trauma)

One hour overview consultations are available free of charge.

Nicholas Schuster is an authorised ASIC Advisor (#333303) and also is an authorised representative of Merit Wealth Pty Ltd, ABN 89 125 557 002 which operates under Australian financial Services Licence No. 409 361.

Financial services are delivered by Barossa Wealth Pty Ltd which is a corporate authorised representative of Merit Wealth Pty Ltd. 

www.barossawealth.com.au

The content of this page is dated 15/03/2017 and has been prepared by Barossa Wealth Pty Ltd - ABN 90 134 249 175. This information has been given in good faith and has where applicable been derived from sources believed to be accurate at its issue date. This information has been prepared without taking into account your personal objectives, financial situation or needs. Before acting on this information consider its appropriateness.

   Your future is created by what you do today,

not tomorrow.