Your business, your SMSF, and your personal wealth are all important assets but very few people have access to advisers with visibility across all of these areas. Most advisers look at different areas in isolation.
For many Australians, their accountant is their trusted adviser. There is something about that relationship that makes a difference.
When Merit Wealth started in 2010, they saw a gap between the services provided by accountants and the financial services community. For clients, this meant a disconnection in the way their assets were managed.
CT TAX and Advisory are Merit Wealth advisers. So, if you are looking to make a difference to the way your assets are managed, CT TAX and Advisory with Merit Wealth will work with you holistically across your needs.
Tegan Duff is Limited Authorised Representative 1261272 of Merit Wealth Pty Ltd, Australian Financial Services Licence 409361, ABN 89 125 557 002