Proactive Finance Competitors

Wealth is an ideal that many people aspire to. However the experience is not so much growing wealth or financial independence but more what it can buy. For most of us it is the lifestyle we choose and the financial freedom to make decisions that will benefit the way we want to live our desired lifestyle. Since 1986 we have been helping clients achieve their desired lifestyle. The experience and knowledge we have gained over that time allows our clients to trust our ability to help them successfully achieve their financial and lifestyle objectives.

Meridian Wealth Management is a Melbourne-based financial planning and wealth management firm. It was started by Paul Dunn in 2004 after he saw first-hand the inefficiencies and ineffectiveness in the big financial companies. Paul’s mission is to help people with realistic financial advice and achievable goals. Living well and retiring comfortably aren’t out of reach for average Australians – solid planning and hard work (and some really good advice) are all you need. Meridian Wealth Management guides clients through all kinds of life events. Whether you’ve encountered a rough patch or a purple one, Meridian can give strategic advice that helps you make the most of your situation. Many financial firms offer services only from the bank and insurance company that owns them. Meridian is privately owned, so the service you’re recommended is the best one for you. Australian Financial Services & Credit Licence No. 446448.

Secure Financial Services specialise in: Personal Risk insurance - life and disability insurance, income protection, medical crisis cover Key person and business owners personal protection insurance Buy/sell agreements Superannuation Our promise