Financial Planning

Via our relationship with Merit Wealth, Nick and Alan as our in-house authorised representatives are 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, TPD, Trauma & income protection insurance)
  • Financial projections
  • Taxation & Centrelink planning

One hour overview consultations are available free of charge.

Nicholas Schuster is an Authorised Representative (No. 333303) of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361.

Alan Birchard is an Authorised Representative (No. 239341) of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361.

Financial services are delivered by Barossa Wealth Pty Ltd (www.barossawealth.com.au)

Barossa Wealth Pty Ltd ABN 90 134 249 175 is a Corporate Authorised Representative (No. 1251405) of Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361.

 

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Merit Wealth Pty Ltd
Head office address: Level 15, 115 Pitt Street, Sydney NSW 2000
Tel: (02) 8074 8599
Website: https://www.meritwealth.com.au/  
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The content of this page is dated 16/04/2021 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.The information contained on this website has been provided as general advice only. The contents have been prepared without taking account of your personal objectives, financial situation or needs. You should, before you make any decision regarding any information, strategies or products mentioned on this website, consult your own financial advisor to consider whether that is appropriate having regard to your own objectives, financial situation and needs.

   Most people dont plan to fail. They fail to plan.  

~John L. Beckley