Prudent investing for long-term wealth is about investing our money wisely, but with all the investment choices available it's hard to know where to invest and what to invest in. It's no longer a simple case of shares, property, fixed interest or cash. With hundreds of combinations of asset categories, across different countries, themes and sectors the choice is staggering.
Not only that, but each person's needs and goals are different and will change over time.
A Merit Wealth Investment Adviser can talk to you about your investment objectives, both short and long term, assess your current financial position, and recommend appropriate investment options to help you achieve those goals. Over time as your circumstances change so will your Adviser's recommendations. Financial advice should be ongoing and a Merit Wealth Strategist should be part of your everyday life.
Clarke McEwan and Merit Wealth provide fee-for-service investment advice, independently owned by its principals and not associated with any financial institution. Therefore no financial institution can pressure us to recommend its investment products or services to you. As it is our strongly held belief that investors should receive advice which is totally free of influence, all of our investment advice is provided on a fee for service basis rather than accepting commissions from financial institutions, as we believe commissions have the potential to compromise the quality of the advice. This means we are working for you, not for a financial institution. We are committed to providing an extremely high level of financial planning, financial strategy, investment advisory and superannuation services to our clients, as well as the ongoing management of investment portfolios.
Why not maximize your investment potential? Take the time now to get your money working as hard as you are by implementing sound, tax-effective investment strategies with Clarke McEwan and Merit Wealth.