Financial Advisory Firm In Dural

At the Merit Planning Hills we care for your business. We realize that apart from your loved ones, your business is likely to be one of your most valuable assets. For your sure, you probably have your life invested in it!?

At the Merit Planning Hills our expertise is in assisting you to build and design a solid foundation for your business before it was even born, it is aimed at maximizing the value of your investment.

You should always ask yourself the following important questions before hiring financial advisory firm in Dural:

Whether you have a business plan in place?

Whether the cash flow an issue for you?

Are you familiar with managing debt in the most tax effective way?

Have you designed a plan in case something happens to you and you are forced to leave the business?

If you taking advantage of super prospects to save tax efficiently for retirement?


These are the questions of what we will cover as we work with you, your business leaders and your accountant to design a business plan for your finances, it will allow you to focus on your business.

Below are the areas in which Meritfp.com.au can help you:

•    A succession planning

•    The Risk protection

•    Key Person protection

•    Buy-Sell agreements

Our main objective is to give you with concise, clear, informed, well researched, and straight forward advice that will help you in making sound financial decisions for the rest of your business journey.

Our aim is to make sure the decisions that you are making have a positive impact and influence on your most precious assets that includes yourself, your family, your business, and obviously your future.

We focus on getting the most viable results and we want your team members to do the same.

Your accountant is one of the most clever team members who realizes the importance of focusing on business goals and aiming on what you do best and then partnering with most trusted and professional advisers to do what they do best.

Your accountant together with all other team members focus on you, your individual circumstances, objectives and dreams. We ensure to take a 'holistic' view of your world, and then work with you at a deeper level to ensure that all bases are covered.

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