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What do our clients say?

financial advice

Mark has been managing our finances for the best part of five years, and the advice he's given has put us in a much stronger financial position than we would have been otherwise. We will continue to use Mark and recommend him to our friends and family.

Neil and Lisa Sheppard

HELPED US RETIRE 5 YEARS EARLIER

WE NOW KNOW EXACTLY WHERE OUR MONEY IS GOING

THEY HAVE SIMPLIFIED MY FINANCES

HOW DO YOUR FINANCES RATE? TRY A QUICK WEALTH CHECK

The most common thing we hear from our clients is, “Wish we had come to see you 10 years ago!”

Don’t make the same mistake…

Why Merideon?

Merideon Wealth Strategies is an award-winning Financial Advice firm because we are passionate about adding value to our clients and community.

We believe that everyone can live a more enriching life if they understand and take control of their financial situation. We want people to understand that money doesn’t buy happiness, but it does provide choices that help build a happier life.

To achieve this it is our mission to work closely with our clients to understand what is truly important to them and build a quality financial plan to make it a reality. We then help implement strategies to improve your situation, reduce your risks and simplify the management of your finances.

Once these are in place we continue to work with you; to discuss your ideas and concerns, keep you accountable to your goals, improve your financial intelligence and continuously look for ways to optimise your financial future.

Award Winning Financial Advisers