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.
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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.