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.

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

1300 306 289

1300 306 289

1300 306 289

Financial Advice

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

Meridian Wealth Management provides strategic advice in all areas of financial planning and wealth management and can advise you on:

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Help & Support

Stay Connected

Explore Navy Health

Download the app

Help & Support

Stay Connected

Explore Navy Health

Download the app