Merlea Investments Pty Ltd is a boutique financial planning firm with a strong team of Authorised Representatives boasting extensive professional experience. Supported by a dedicated administrative staff, the company has a history of providing high-quality advice and exceptional customer service. specialising in Self Managed Super Funds (SMSFs), Merlea Investments offers a range of personal investment services tailored to individual financial circumstances.
At Merlea Investments, a focus on ongoing monitoring and reviewing ensures that investment and wealth creation programs are optimized for clients. The company emphasizes the importance of tax-effective investing and works to create structures that align with clients’ personal and financial goals. With services ranging from cashflow and budgeting assistance to aged care and Centrelink benefit inquiries, Merlea Investments is committed to helping clients navigate various financial challenges and opportunities.
With locations in North Adelaide, Strathalbyn, Unley, Miranda, and Hobart, Merlea Investments is well-positioned to serve clients across multiple regions. The company’s philosophy revolves around risk management and contingency planning, ensuring that clients are prepared for unexpected circumstances. Whether individuals are saving for their first home or planning for retirement, Merlea Investments offers a comprehensive suite of services to help clients take control of their financial future.