Wealth management, retirement planning, and investment strategy designed for your unique goals. AFSL licensed, fiduciary approach, no conflicts.
Trusted by 1,200+ Australian families and businesses to grow and protect their wealth
Comprehensive financial solutions tailored to your life stage and goals
Strategic portfolio construction and ongoing management aligned with your risk tolerance and objectives.
Comprehensive retirement strategies to help you transition confidently and live well in retirement.
Proactive tax planning and optimization to minimize your tax burden within your overall financial plan.
Evidence-based investment advice with a focus on diversification and long-term value creation.
Protect your legacy with comprehensive estate planning advice and coordination with legal professionals.
Tailored financial strategies for business owners, including succession planning and risk protection.
Since 2002, Meridian Wealth has been at the forefront of independent financial advisory in Sydney. We believe wealth management is fundamentally about understanding your life goals and building a financial strategy that supports them.
Our fiduciary approach means we act always in your best interest. We hold no conflicts with product providers, allowing us to recommend solutions based purely on merit and suitability for your circumstances.
AFSL Licensed — Authorised to provide financial services under Australian Financial Services Licence #123456
Fiduciary Standard — We act always in your best interest, not commissions or conflicts
1,200+ Clients — Building long-term relationships based on trust and results
$2.1B Managed — Substantial experience across diverse portfolios and life stages
A transparent, collaborative process designed around your needs
We take time to understand your complete financial picture, goals, values, and any concerns you have about money.
We develop a comprehensive financial strategy aligned with your goals. You receive a detailed plan in clear language.
We execute the plan, coordinating with you at every step. We handle the complexity so you don't have to.
Regular check-ins ensure your portfolio and plan stay aligned with your evolving life and market conditions.
Proven track record of building wealth for Australian families
Experienced advisors committed to your financial success
BComm, CFA Level III
Specialises in retirement planning and tax strategy
BComm (Finance), CFP
Focuses on investment strategy and portfolio management
BBusiness Administration, CFP
Specialises in estate planning and business owner strategies
Real results from families we have guided to financial security
Young professionals who started investing with disciplined monthly contributions and achieved financial independence by age 45 through strategic asset allocation.
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Business owner navigated a successful company sale with comprehensive tax planning, preserving more than $500k that would have gone to tax without strategic advice.
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Couple approaching retirement received a detailed drawdown plan and income strategy, allowing them to retire 3 years earlier with complete peace of mind.
Read Case Study →Real feedback from Australian families we have helped
Thought leadership and practical guidance on wealth management
How starting early and staying invested can transform modest contributions into substantial wealth over 30+ years through the magic of compounding.
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Strategies to minimise your tax bill through smart portfolio positioning and timing without compromising returns or taking unnecessary risks.
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Maximising your super contributions and salary sacrifice decisions to build retirement wealth efficiently within the tax-advantaged framework.
Read Article →Book a complimentary consultation and discover how we can help you achieve your financial goals
Schedule Your ConsultationWe are here to answer your questions and help you take the next step
Meridian Wealth Pty Ltd ABN 12 345 678 901 is a Corporate Authorised Representative of Meridian Financial Group Pty Ltd, AFSL #123456.
General advice warning: This information does not consider your personal objectives, financial situation, or needs. Please consider whether the advice is appropriate for you before acting on it. If you require personal financial advice tailored to your circumstances, please contact us.
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