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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.


24.Apr.2013
In this issue, you’ll find a report outlining the superannuation savings gap and how much you’ll need to fund a comfortable retirement. We’ve also included key strategies to help you close the super gap. We also outline social security strategies which may help you qualify for Centrelink benefits to supplement super savings in retirement. Finally we look at why and how you shoul...
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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.