Many entrepreneurs invest years of life into their businesses

Our expertise lies in helping you build a solid foundation for your business to maximise the value of your investment. 

Some important questions to ask yourself:

  • Do I have a business plan in place?
  • Is cashflow an issue for me?
  • Do I know how to manage debt in the most tax-effective manner?
  • Have I considered a plan in case something happens to me and I’m forced to leave the business?
  • Am I taking advantage of super opportunities to save tax effectively for retirement?

These questions are just a sample of what we’ll cover as we work with you and your accountant to create a solid plan for your finances. 

We’ll take care of your wealth.  You focus on running a successful business.

How We Can Help

  • Succession planning
  • Risk protection
  • Partnership agreements
  • Buy-sell agreements
  • Key person protection
  • Superannuation planning and self-managed superannuation funds (SMSFs)

Government Benefits

Get the benefits you’re entitled to.

When your circumstances change, accessing social security benefits can make a huge difference to your finances. We’ll help you maximise your benefits and get the most out of your existing investments.


Protect your wealth, your lifestyle, and your business.

Asking yourself the hard ‘what if’ questions is essential for asset security. Find out how our fully researched insurance products balance value for money with peace of mind.


Make your super work as hard as you do.

Whether you’re with a retail/industry super fund or a self-managed super fund (SMSF), understanding super legislation is essential for optimal performance.

Business Succession Planning

Safeguard your business against the unexpected.

We’ll work with you to develop a plan that protects your business from unexpected owner or personnel changes.

Retrenchment and Redundancy

Navigate employment changes more effectively.

Unexpected redundancy or retrenchment puts immense strain on your finances, but a correctly used payout can help you make it through to your next job. Our tax-efficient strategies will help you get the most out of your remuneration package.

Articles That May Interest You

To see all these articles and more, visit the Merit Wealth blog and explore our ‘Resources’ page.

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