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Financial Advice

Specialist financial advice is available to Navy Health members through Meridian Wealth Management.

Simply contact Meridian Wealth Management at navyhealthmember@meridianwealth.com.au with your inquiry, quote your membership number and receive a 15% discount on all services.

Meridian Wealth Management is a privately owned financial advisory and wealth management firm. Since 2004, Meridian Wealth Management has serviced and supported clients through their life stages and investment journey to help them make the right financial decisions. Meridian Wealth Management operates under its own Australian Financial Services & Credit Licence No. 446448 ensuring that all advice provided is 100% independent of any bank or insurance company.

  • Meridian Wealth Management provides strategic advice in all areas of financial planning and wealth management and can advise you on:-
  • Government Pensions & Superannuation Schemes
  • Superannuation
  • Self Managed Superannuation Funds (SMSF)
  • Investment and Retirement Planning
  • Margin Lending & Investment Gearing
  • Estate Planning
  • Securities (Shares and Managed Funds)
  • Executive Share & Options
  • Portfolio Management
  • Managed Discretionary Account Services (MDA’s)
  • Significant Investor Visas (SIV’s)

 

Navy Health Ltd acts as referrer for these services only and does not make any recommendation or give any opinion about these services.

Meridian Wealth Management will advise you of any commission or fees payable and recommends you consider these before deciding if this service is right for you.

 

 

 Meridian Wealth Management

Meridian Wealth Management
Level 8, 230 Collins Street
Melbourne VIC 3000
Phone (03) 9650 5281

Australian Financial Services Licence No. 446448
Australian Credit Licence No. 446448

 

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