Book Your Free Virtual Intro Meeting

Service Description

In our first virtual meeting, we will illustrate how we can help you successfully manage and grow your wealth. To get the most out of your Zoom appointment, please have with you: your super, investment, insurance, loan, and income/expense statements or other documents. You can also think about the financial goals you'd like to address, e.g. achieving a comfortable retirement, reduce your tax bill, saving for a children, attain financial security for you and your loved ones, and many more. From your highly skilled Merlin Adviser, you will receive immediate feedback on your situation. We can also introduce financial directions you can consider that can get you moving towards your goals. You may decide to progress to the next stage, where your Merlin Adviser will assist you in mapping the path to achieving your financial goals. You can choose comprehensive strategies that address your overall financial wellbeing, or you may choose to address specific areas of advice, e.g. reviewing your superannuation. It's all up to you. Thanks for considering our services and we look forward to talking to you! All the best, Merlin Adviser Team.

Cancellation Policy

To cancel or reschedule, please contact us at least 3 hours in advance

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