Stronger Together

We partner with best-in-class providers to deliver comprehensive financial solutions. Each partner is carefully chosen to complement our advice and enhance your outcomes.

Morgans Financial

Morgans is one of Australia's largest and most respected full-service stockbroking and wealth management firms. Through our partnership, Merit clients gain access to:

  • Institutional-grade equity research
  • Direct share trading and portfolio management
  • Quarterly market updates and insights
  • IPO and new issue access

Merit Insurance

Led by Henry Wilden, Merit Insurance ensures our clients have the right levels of cover — not too much, not too little. Their approach mirrors ours: education over sales.

  • Life, TPD, income protection, and trauma cover
  • Annual review to ensure cover matches your life stage
  • Claims support when you need it most
  • Education-first philosophy — understand what you're buying

Money Quest

When it comes to lending — whether it's your first home, an investment property, or refinancing — Money Quest provides access to a wide panel of lenders to find the right fit.

  • Home loans and investment lending
  • Refinancing and debt consolidation
  • Commercial and business finance
  • Wide lender panel for competitive rates

Paragem

Merit operates as Corporate Authorised Representatives of Paragem Pty Ltd (AFSL 297276). Paragem provides the compliance framework, training, and professional support that underpins our practice.

  • Robust compliance and governance framework
  • Ongoing professional development and training
  • Technology and platform support
  • Best-interest duty assurance

Our Partners, Your Advantage

Together we provide comprehensive financial solutions. Get started today.

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