Quality Financial Advice for all Australians
Quality financial advice that's convenient and won't cost you the earth.
Find out how Merlin Money will help you implement tax effective investment and insurance strategies to build and protect your financial future.
Book your Free Virtual Intro Meeting Today!
Introducing Our Services
Receive Important Updates and News
Merlin MoneyWise Series
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 Concepts & Gearing
With our investments guides below, you can learn more about things like, risks, growth assets and managed funds.
Super is a preferred, government-endorsed way to save for your retirement. There are also some added tax benefits you may not know about.
These guides will help you understand the main types of loan facilities, their risks and what type of features they have.
Personal & Business Insurance
Read our guides to find out about the common types of personal insurance cover is available.
Find out more about the main tax you pay and how it’s calculated on income you receive like your salary, investment income and business income.
We all want to finish work one day and have a handy sum of money put away. Read our retirement options to help you make choices towards retiring in comfort.
Getting yourself ready for the unexpected isn’t easy. These guides will teach why you should have a will and how important it is to plan where your money will go after you die.
If you’re looking to gain greater control of your super portfolio, then a self-managed super fund may help you do that.
Learn more about the range of social security services and payments the Australian Government offers, and how they can help you if you’re in need.