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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.


3.Feb.2009
Most people tend to think they are invulnerable. Bulletproof. They believe that things like sickness or disability won’t happen to them. Those things happen to other people. Which is quite natural. After all, nobody wants to go through life thinking the worst is likely to happen. However, for the people who depend on you, it’s worth taking a few moments to look at the facts.What would really happ...
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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.