Meritum Financial Group Pty Ltd (Meritum) was registered as a company in Victoria on March 1st 2004. Since then, Meritum has grown substantially to have a presence in all Australian states except Northern Territory. 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 is an Australian Financial Services Licensee – no. 245569, granted by the Australian Securities and Investments Commission (ASIC). Many of the Authorised representatives, who have since joined Meritum, recognise that a smaller boutique licensee can assist financial advisers to offer their clients strategies that are more flexible. Meritum’s efficient and streamlined structure allows it’s authorised representatives to explore a wider range of solutions to meet their client’s specific needs.

About our services

Meritum advisers can help you in a range of areas.

• Are you retired or thinking about retirement? Retiring - sooner or later
  Maximising your superannuation whether you’re already retired, nearly there (less than 10 years to go) or a long way off.

• Received a redundancy payout? Taking a redundancy
  Getting the most out of your redundancy payout

• Starting a business? Becoming your own boss
  The business of starting a business

• Becoming a parent – what you should prepare for. the first years
  The financial side of family planning on becoming a parent

• funding your children’s eductation Educating the kids
  The earlier you start planning the better

• Consolidate your super Getting your Super sorted
  Get the most out of this tax effective way to invest your money

• Getting married
  Prepare yourself financially for a new way of living

• Getting divorced
  Take control of your finances

• Getting organised to achieve financial freedom
  The steps to get your finances sorted

• Saving for something special
  Saving for something you’ve always wanted

• received some unexpected money? A sudden windfall
  What to do with some unexpected extra money

• Buying your first home
  There’s a lot to think about when buying your first home

• Considering to Buying an investment property
  Thing’s to consider

• Super choice
  What does it mean for you?

• Providing for future generations
  Structuring your finances to make sure your family benefits.