Common Sense Advice

Common sense advice and strategies that get results.
No fluff, no hype.

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Aged Care Planning

Aged Care decisions are complex, making the wrong decisions can come at a high price, emotionally and financially.

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Motivated Investors

We are passionate about working with investors who love having control and input into how their money is invested.

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Education

The expertise, strategies and resources you need to grow and protect your wealth at every stage of your journey

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Financial Freedom

For financial freedom and peace of mind,
now is the time to seek qualified advice

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Wealth Protection

What is the point of accumulating wealth without having measures in place to protect it?

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Are you a motivated investor?

We are passionate about working with motivated Investors who love having control and input as to how their money is invested for their future. And in case you're wondering ... no, there are no “get rich quick” schemes. The advice we give is based on common sense that gets results. No fluff, no hype.

Services

Developing common sense strategies + comprehensive solutions tailored to your personal financial position …

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eLearning

The expertise, strategies and resources you need to create value from your investments. Offering a range of concepts …

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Blog

We’re committed to providing you with the insight you need to grow and protect your wealth at every stage of your journey …

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Contact Us

Get in touch! We can help you with first class comprehensive solutions for your wealth accumulation and retirement planning needs …

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e-Learning

FREE downloadable resources to assist you to take control of your financial future

Big banks dirty little secrets
5 Steps to assess your current home loan, set your own schedule and pay off your loan fast. FREE HOME LOAN NIGHTMARES eBOOK
Take control of your Super
5 Steps for taking back control, reducing fees and protecting your retirement + investment income. FREE SUPER CHEAT SHEET
Financial freedom starts here!
5 Steps you need to know to achieve your financial independence and say yes to no debt. FREE FINANCIAL FREEDOM EBOOK

FIVE THINGS the bank doesn’t want you to know

Services

Providing you with comprehensive solutions to your wealth
accumulation and retirement planning needs.

Self Managed Super

Self managed super funds are now the largest and fastest growing sector of …

Direct Share Advice

Benefit from direct share advice which in-turn increases your understanding …

Retirement Planning

Planning for retirement or already retired and wanting to improve your financial …

Aged Care Planning

Aged Care choices are complex, making the wrong decisions can come at a high …

We’re ready to work with you

Here’s your chance to have an overview of your current investment and superannuation arrangements.
This is a “no bull”, no “skirting around the edges”, straight to the point, review of fees, current structures, and just the things that make a difference to maximise the amount of money you have to spend in retirement.
Click below to select a time to catch up about this exciting opportunity.

Endorsements

Meritum Financial Group have been advising me on various financial issues over the last few years, both personally and within my business activities. Robert Goudie is dedicated to providing the very best service and advice in all aspects of the financial industry, and has proven time and time again to go well beyond the expected level of service that one may receive elsewhere. Robert and his team have assisted and guided me in all aspects of my financial planning needs, making this process trouble free and in the end, I am extremely pleased with a very satisfying result. Meritum Financial Group are to be commended for their Integrity, professionalism, dedication, excellent communication skills and attention to detail, making my life so much more comfortable. I have absolutely no hesitation in recommending the services of Robert Goudie and the team at Meritum Financial Group to potential clients for their common sense financial planning advice.
B Austin