We are a financial advisory firm that works closely with progressive accounting firms and their clients throughout metropolitan Sydney. We also service clients in select regional areas of NSW.
Why did we come into the office today?
We exist to help you successfully deal with your financial planning, investment, and insurance needs.
Our objective is to provide you with well-researched and straightforward advice that will assist you with making sound financial decisions. Our aim is to ensure that the decisions you make have a positive impact on your most precious assets – your family, your business, and your future.
We focus on what we do best, and so does your accountant.
Your accountant gets it. They understand that leaving the advising and planning to us means they can keep focusing on what they do best – looking after your assets.
Together, as a team with individual and specialist knowledge and skills, we focus on you and your individual circumstances, objectives and dreams. We take a holistic view of your world, and work with you to ensure that all bases are covered.
Integration is the key. Succession, estate and superannuation planning all have tax considerations and are best delivered as part of an integrated plan and process. Your accountant will work with us to bring these elements together and to help you through the planning process.
You, your family,
your business, your future.
Our aim is to ensure that the decisions you make
have a positive impact on your most precious assets.
Managing Director / Financial Planner
Meet Jim Mills
Dip FP (FS) Managing Director ASIC ID: 416822
Jim Mills is the managing director at Merit Planning Hills – he is a recognised expert in the advice field and has over 20 years of experience in the financial services industry.
Jim is passionate about connecting with his clients and is a firm believer that financial services are best delivered in collaboration with clients’ accountants.
He will work closely with your accountant to ensure all strategy is aligned with your financial journey – we have found that our clients always do better when we work together!
Jim specialises in the SMSF and investment strategy space and has a track record of ensuring clients get on track and stay on track.
General Manager / Director
Meet Sarah Mills
Dip FP (FS) General Manager/Director ASIC ID: 378390
Sarah Mills is the general manager and director of Merit Planning Hills – she has over 15 years of financial services experience. Sarah specialises in family group advice and estate planning.
Sarah is passionate about ensuring our clients are fairly represented in the life insurance claims space and has a track record of getting our clients their rightful entitlements.
Sarah is also instrumental in the overall management of Merit Planning Hills’ business operations, ensuring our service and processes remain relevant and innovative.
Meet the Rest of Team
Retirement Planning & Aged Care Specialist
Dip FP (FS)
Tony Hale is an amazing resource at Merit Planning Hills with over 40 years’ industry experience. Tony is loved by his clients and by this office.
His care for client outcomes manifests in amazing results for people aiming to achieve their financial goals.
He is also an amazing fountain of knowledge for all things Centrelink, having spent over 32 years as a senior technical services manager there.
With Tony guiding you to the finish line, you really are in amazing hands.
Client Service Manager
Dip FP (FS)
Elaine is our Client Service Manager with over 24 years industry experience.
Elaine will walk you through the administration implementation of your plan and is also heavily involved in our day-to-day market trading activity.
Elaine will generally be your first port of call regarding investment and related paperwork, she has an excellent handle on all customer enquiries helping navigate you through the complexity of advice administration to ensure your experience is a positive one.
Client Service Manager
Henry is our Client Service Manager with over 20 years industry experience. Henry will generally be your first introduction to Merit Planning and manages our initial client onboarding process. He is also an insurance expert managing our insurance applications and claims administration. Henry is passionate about ensuring our clients have an outstanding customer experience and is involved with every step up to implementation of your plan and the management of any of your queries and ongoing advice development.