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Affordable & Accessible Quality Financial Advice

Quality financial advice that's convenient and won't cost you the earth.

Find out how Merlin will help you implement tax effective investment and insurance strategies to build and protect your financial future.

 

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Introducing Merlin Financial Advice Philosophies 

Client Engagement Philosophy

Your first meeting with us is obligation free. We’ll use this time to explore your current situation, what you are trying to achieve and why it’s important to you. Then, if you’re happy to go ahead, we’ll work with you to put your financial plan in place and support you to reach your goals.

Investment Philosophy

We’ll work with you to create strategies that will help you build, maintain and protect your wealth through every stage of your financial journey.
Our approach is supported by a set of key investment beliefs that inform all of our decisions.

Protection Philosophy

Life is unpredictable. Even when you are careful, you can’t always prevent serious illness or injury. What you can do is make sure that — if the worst happens — you and your family have the financial security you need.

Pricing Philosophy

You will always know what our advice fees are going to be, you will always know what you are getting for your money and we offer payment flexibility.

Ongoing Service Program

There’s no greater reward than seeing our clients achieve their goals – that’s why being part of our Service Program is such an exceptional opportunity to ensuring you secure the financial future you imagine.

Merlin Advice Philosophies
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Learn with Merlin MoneyWise

Our Merlin MoneyWise Series is designed to help you get the most from financial advice.

Covering a range of fundamental concepts, these guides present opportunities and strategies to discuss with your Merlin Adviser.

Investment and Investment Strategies

Superannuation and Super Strategies

Gearing to Invest in Shares and Debt Recycling

Personal Insurance

Cash Flow and Budgeting

Self-Managed Super Funds (SMSF)

Retirement and Pensions

Get to know Merlin.

Working with you. Working for you.
Affordable & Accessible Quality Financial Advice

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Merlin Financial Services Pty Ltd

contact@merlinmoney.net 

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Authorised Representatives

Alliance Wealth Pty Ltd ABN 93 161 647 007

Australian Financial Services Licence (AFSL) Number 449221. Part of the Centrepoint Alliance group

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General Advice Warning

Any advice in this site is of a general nature only and has not been tailored to your personal circumstances....

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Terms & Conditions 

This webpage is operated by Merlin Financial Services Pty Ltd, ABN 18 600 944 090. We are an authorised representative of Alliance Wealth Pty Ltd, an Australian Financial Services Licensee. These are the terms and conditions for use of this site and access to the information contained on this site. By using this site, you agree to these terms and conditions....

 

Financial Services Guide & Privacy Notification

The Financial Services Guide (FSG) explains the financial services and advice provided by Alliance Wealth and your Financial Adviser (Adviser)....

We respect your privacy and committed to protecting and maintaining the security of the personal and financial information you provide us....

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