Merideon Wealth Strategies

Want to improve your financial education? We have a 12 module personal finances course available now to empower you to take control of your financial future.

Join our Knowledge Centre today for FREE and become the smartest money person you know.

http://www.merideon.financialknowledgecentre.com.au/kchome.php?page=modules&utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com

How do your finances stack up? Take our 5 minute Wealth Check.

Wealth Check - How Do Your Finances Stack Up? How do your finances stack up? Take our quick 5 Minute Wealth Check.

Merideon Clients: Meet our Chief Investment Officer and find out what's happening in markets and how your portfolios are being positioned for success.

Book your free ticket now https://forms.office.com/r/T2QY0A4aAF

Don't let the things you can't control, control you...

Know someone who needs help getting on track with their money? Our Money master program combines the latest tech with psychology to help clients take control of their hard earned money to achieve more.

Money master program - Financial Planning, Retirement Planning, SMSF, Superannuation, Insurance - Mandurah, Bunbury, Rockingham, Pinjarra, Dalyellup, Dardanup, Australind Financial Planning firm based in Mandurah, Western Australia. Advice on retirement, business, investments, insurance, cash flow and tax strategies.

Breaking News:
Did you know you can contribute to super after age 65?
The rules are constantly shifting so you can find out more here on our latest update.

Contribution eligibility: Age & work test conditions Accumulating wealth in super takes, among other things, contributions. However, there are limits to this. In this article, we cover contribution eligibility conditions—maximum age and the work test.

Do you understand the different approaches Investment managers take? Understanding this is an important part of building a lower risk portfolio.

Understanding Investment Styles Different portfolio managers have different styles when it comes to how they invest. This article takes a closer look at active and indexed investing styles and the philosophies that guide them. Do you know the difference?

The scammers are getting more sophisticated, are you alert to their methods?
Don't click on unexpected links whether by email or SMS no matter how convincing. Stop giving away personal info on social media like your first car, where you live or travel or what you watch on TV!

Got BIG questions about retirement? Our Team have the answers.

Book a complimentary meeting with our Retirement Specialists to find out how you can achieve your retirement goals sooner.

Book direct here https://bit.ly/3hGC96s?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com or call 9583 5299.

Whether at 21 or 61 moving in with your partner can be a big step and a big stress on a relationship. Here is some important information to consider.

Love Me, Love Me Not: Financial Considerations for Moving in Together Moving in with a partner can be an exciting time, but don’t just jump in. Take the time to think upfront about the financial practicalities and what it could mean if things don’t go according to plan. This might apply to you or a loved one.

As of July 2017, it is no longer necessary to Salary Sacrifice to Super to claim a tax deduction on your contributions.

https://www.merideon.com.au/superannuation-choices-employees/?utm_campaign=meetedgar&utm_medium=social&utm_source=meetedgar.com