Description: Merlin Money: Affordable and Accessible Quality Financial Advice for all Australians - superannuation, investments, insurance, tax minimisation, savings plans, SMSF
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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.