MERITUM
Meritum Paraplanning
Being one of the newer licences under the MLC group, Meritum Financial Group offer it's advisers a broad range of services.
Our Meritum Paraplanning service provides Meritum advisers access to highly experienced MLC Paraplanner's who understand the broader licensee standards that are required to be met by Meritum advisers.
Our Meritum Advisers often focus on;
Debt management - Eliminating inefficient debt and accelerate investment growth
Risk insurance - Protecting clients income and assets
Wealth accumulation and planning - Enhance existing wealth accumulation strategies and building new ones.
Super and retirement planning - Establishment of self-managed super funds and the ongoing investment strategies required to maximise tax-effectiveness and minimise costs.
Ongoing tax management - Ensuring assets and investments are structured tax-effectively.
Cashflow management - Structuring investments in a tax-effective way, but also meeting ongoing cashflow requirements.
Investment Planning - Detailed assessment of a clients risk tolerance and implementing a wide range of investment options.
Our Paraplanner's are kept up to date with;
Being one of the newer licences under the MLC group, Meritum Financial Group offer it's advisers a broad range of services.
Our Meritum Paraplanning service provides Meritum advisers access to highly experienced MLC Paraplanner's who understand the broader licensee standards that are required to be met by Meritum advisers.
Our Meritum Advisers often focus on;
Debt management - Eliminating inefficient debt and accelerate investment growth
Risk insurance - Protecting clients income and assets
Wealth accumulation and planning - Enhance existing wealth accumulation strategies and building new ones.
Super and retirement planning - Establishment of self-managed super funds and the ongoing investment strategies required to maximise tax-effectiveness and minimise costs.
Ongoing tax management - Ensuring assets and investments are structured tax-effectively.
Cashflow management - Structuring investments in a tax-effective way, but also meeting ongoing cashflow requirements.
Investment Planning - Detailed assessment of a clients risk tolerance and implementing a wide range of investment options.
Our Paraplanner's are kept up to date with;
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Compliance
Licensee Standards Advice Standards |
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XPlan Advice Wizard
Soa Templates Advice Preparation guides |
We also have extensive experience Paraplanning for the different MLC Licensee offerings including;
Apogee - Godfrey Pembroke - Garvan - MLC Financial Planning - Meritum
