Financial Advice
Financial Advice
Specialist financial advice is available to Navy Health members through Meridian Wealth Management
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.
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.
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 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
Shop 33 8-34 Gladstone Park Drive
Gladstone Park VIC 3043
Phone 1300 241 242
Australian Financial Services Licence No. 446448
Gladstone Park VIC 3043
Phone 1300 241 242
Australian Financial Services Licence No. 446448
