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Meritum (meaning merit in Latin) was created to recognise and reward the significant contribution of its people and to ultimately add value for the client today but more importantly for the future.

Meritum Financial Group offer a personalised service in financial planning, wealth creation and wealth preservation strategies that is designed to provide greater flexibility for our clients. Our recognition as a smaller boutique licensee enables us to successfully provide a first class, personalized service, while at the same time assuring that we are a progressive organisation in the ever-evolving financial services profession.


1.Mar.2010
Welcome to our first newsletter for 2010. Now is the time to start thinking about the new year and the new decade and how we can plan for one which is financially sound. You can start by taking our financial health check to see how you fare and then pick up some useful tips on budgeting by following the guidelines in our article on page 3. Plus learn about a new style of investing in australian s...
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Any recommendation or statement of opinion expressed on the Meritum website is general in nature and does not take account of your particular objectives, financial situation or needs. Before you act on any recommendation or opinion, you should consider its appropriateness to your personal situation. Where the recommendation or opinion relates to a particular product, you should consider the PDS before making a decision about the product.