Meridian Wealth Advisors
Meridian Wealth Advisors is a boutique financial planning and wealth management firm based in the heart of Sydney's CBD, just steps from Martin Place. For over two decades we've quietly guided Sydney's professionals, bus
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Our Services
Financial Planning Engagements
- A$3,500.00
Foundation Financial Plan
A comprehensive written strategy covering cash flow, super, insurance and goal-setting for emerging professionals.
- A$7,500.00
Comprehensive Wealth Plan
Full strategic plan integrating investments, tax, super and estate considerations for established households.
- A$14,500.00
Strategic Family Wealth Plan
Multi-generational planning with structures, trusts and intergenerational wealth transfer for complex family balance sheets.
- A$2,800.00
Annual Advice Review
Yearly strategy review keeping your plan aligned with markets, legislation and life changes.
Investment Management
- A$9,000.00
Core Managed Portfolio
Diversified, risk-profiled portfolio actively managed against your goals, billed annually on assets advised.
- A$11,000.00
Sustainable Investment Mandate
ESG-screened portfolio aligning your capital with values while pursuing competitive long-term returns.
- A$24,000.00
Private Wealth Discretionary Mandate
Bespoke high-net-worth portfolio with direct equities, alternatives and dedicated investment committee oversight.
Retirement & Superannuation
- A$4,200.00
Transition to Retirement Strategy
Tax-effective drawdown and contribution planning to ease you smoothly from work into retirement.
Get in touch
Level 32, 1 Macquarie Place, Sydney