Investing for Today and for the Future

We provide you with investment strategies to help you reach your short- and long-term goals.

These strategies are developed from an understanding of your current financial position, your objectives, and your attitude to investment risk.

Protecting You, Your Family and Your Business

Protecting your wealth, lifestyle and business is as important as building it. You need to ask yourself the hard 'what if?' questions. Merit Planning Hills has access to a range of fully researched insurance products that balance protection with value for money.

Whatever your wealth protection needs, we help provide peace of mind.

Putting Your Superannuation to Work

Superannuation legislation is complicated. Merit Planning Hills advisers keep abreast of the latest developments through ongoing professional development and access to technical experts.

Our advice means your superannuation works as hard as you do.

Over 20

Years of Experience

About Us

You’re probably here because your accountant told you about us. Welcome. We’re glad you came and hope to meet you soon.

Financial planning solutions are best delivered when your accountant and financial planner work together. 

Succession, estate or superannuation planning have tax considerations and are best delivered as part of an integrated plan. We can help.

Our Services

Financial planning solutions are best delivered when your accountant and financial planner work together.

Want to know how we can help you? Invest for today and the future.

We provide you with investment strategies to help you reach your short- and long-term goals. These strategies are developed from an understanding of your current financial position, your objectives and your attitude to investment risk.

Want to know more?

Contact us today and we will be in touch as soon as possible.