Financial Planning

We have formed a business relationship with Merit Wealth Pty Limited, a highly professional firm of financial advisers, who work closely with us and our clients. This relationship with Merit Wealth and our Adviser, Malcolm Frost provides our clients with access to a range of “best practice” financial services, to ensure that they have all their financial affairs properly managed.   

Malcolm Frost AdvDipFS (FP), AIF®, AFP® 

Authorised Representative Merit Wealth Pty Ltd AFSL 409361

These financial services are directed at but not limited to:

  • Clients who are several years from retirement. They would like to organise their financial affairs, establish financial goals, to implement their financial plan for wealth accumulation and to be in the financial position to make a lifestyle choice, or retire by a certain target age. 
  • Clients who may be nearing or already in retirement. They would like to ensure that they have sufficient money to retire and receive sufficient income for life. They want investments that they understand and they do not need to worry about. Age pension may be a consideration.

There is a wide range of information supporting the financial services that are offered by Merit Wealth to help you make an informed decision. To find out more, download the content listed below:

Presentation - Merit Wealth Pty Ltd

Pre-Retirement Clients

Retirement Income Planning Clients

Contact Us” to arrange an initial meeting with Malcolm Frost.