Meridian Wealth Management, founded in 2004 by Managing Director Paul Dunn, stands out in the financial planning industry for its client-centric approach. Unlike many other financial planners, Meridian prioritizes the interests of its clients above all else, ensuring honest and realistic advice free from industry jargon or pushy sales tactics. With a focus on helping individuals and businesses navigate all stages of life, Meridian offers a range of services including strategic financial planning, cash flow management, superannuation advice, investment planning, retirement planning, insurance solutions, and more.
Paul Dunn, a highly respected financial and investment advisor, established Meridian Wealth Management with the mission of empowering everyday Australians to take control of their finances and work towards their desired lifestyle, particularly in retirement. The team at Meridian works closely with clients to set achievable goals that align with their long-term aspirations, fostering lasting relationships built on trust and transparency. With a commitment to providing personalized guidance tailored to each client’s unique circumstances, Meridian has become a trusted partner for individuals and businesses seeking financial stability and growth.
At Meridian Wealth Management, the dedicated team, led by Paul Dunn and supported by experienced professionals like Connie, is committed to helping clients secure their financial future and realize their dreams. With a strong background in project management and customer service, Connie ensures that clients receive detailed plans and actionable steps to progress towards financial freedom. Beyond their expertise in financial planning, the team at Meridian is actively involved in the local community, reflecting their values of integrity, dedication, and a genuine desire to make a positive impact on the lives of those they serve.