Welcome to Merit Financial Services
Over the next few minutes, we'll build a complete picture of your financial world - and show you opportunities you might not have considered.
This typically takes 20-30 minutes. Your progress is saved automatically.
Your Insurance
🧮 Not sure of your exact expenses?
Try our Budget Calculator - it walks you through all the common categories and gives you a total.
Answer the following 11 questions to determine your investment risk profile. There are no right or wrong answers - this helps us understand your comfort level with investment risk.
This section is optional. You're welcome to complete this later once we've had a chance to meet. It helps us understand your broader picture when you're ready.
📨 Submit Your Information
Send your completed information securely to the Merit Financial team for review.
Choose Your Adviser
Select who you'd like to meet with and book a time that suits you.
🔒 Please submit your information above to unlock adviser booking
Jim Mills
Principal Adviser
ASIC No. 416822
Wealth creation, strategic planning, SMSF, business owners
Sarah Mills
Practice Manager & Financial Adviser
ASIC No. 378390
Financial planning, client experience, insurance strategy
Wayne Collis
Financial Adviser
Profile coming soon
Coming Soon
Tyron Mitchell
Financial Adviser
Profile coming soon
Coming Soon
Tony Hale
Retirement & Centrelink Specialist
Technical Support — Not a licensed financial adviser
Retirement planning, Centrelink entitlements, Age Pension optimisation
Contact Us to Arrange