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Available Online

Free Initial Online Consultation

Achieve your goals with affordable, accessible quality financial advice. Book a Zoom meeting today.

45 minVirtual Meeting via Zoom

Our Zoom meeting

In our first virtual meeting, we will illustrate how we can help you successfully grow, manage and protect 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 bills, saving for your children, attain financial protection for you and your loved ones, and many more. Based on the info you provide, we will provide you immediate feedback on your situation. We will also introduce financial directions you can consider that can get you moving towards your goals. Should you decide to obtain financial advice from us, your Merlin Financial Adviser will assist you in mapping and actioning the best 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 strategies and insurances. It's all up to you. Thanks for considering our services and we look forward to e-meeting you! All the best, Merlin Financial Advice Team.


Cancellation Policy

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


Contact Details

contact@merlinmoney.net


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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

Copyright © 2024 Merin Financial Services Pty Ltd

Legal: General Advice Warning, Terms & Conditions, FSG and Privacy 

 

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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