Financial Planning & Investment - Simeoni

Financial Planning & Investment

Simeoni & Co looks at working with our authorised representative network Merit Wealth in assisting our clients in developing strategies for wealth creation and ensuring they have the security for the unexpected.

Simeoni’s integrated approach and expert financial advice from our network of support is designed to better structure your finances, make them easier to manage, and help you reach your investment goals sooner.

We directly assist clients in the following areas :

  • Superannuation, including Self Managed Superannuation Funds
  • Basic deposit Products

With the assistance of our Merit Wealth network assistance can be sort in the following areas:

  • Financial Planning Advice (through a statement of advice)
  • Insurance Advice
  • Investment Advice & Monitoring
  • Succession, Retirement, Estate & Aged Care Planning
  • Cash, Debt & Budgeting Management

Paul Simeoni is an authorised representative of Merit Wealth Pty Ltd, ABN 89 125 557 002, Australian Financial Services Licence No. 409361. Paul’s ASIC Adviser Identification number is 325929.

Licensee Websites

This information has been given in good faith and has where applicable been derived from sources believed to be accurate at its issue date. This information has been prepared without taking into account your objectives, financial situation or needs. Before acting on this information consider its appropriateness.

Have a problem with your Financial Planning? Contact us now to see how we can help

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