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Welcome. You're likely here because your accountant told you about us? ​ We're glad you came and hope to meet you soon.

Financial planning solutions are best delivered when your accountant and financial planner work together. 

 

Succession, estate or superannuation planning have tax considerations and are best delivered as part of an integrated plan. We can help.

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Merit Planning East is a 

SMSF Specialist Firm

Benjamin Franklin

"Tell me and I Forget, Show me and I Remember, Involve me and I Understand".