Stephen Merrett

About Stephen Merrett

Based out of our Glenelg office, I specialise in Retirement Planning and Wealth Creation with a particular interest in helping people transition to retirement. I have a passion for helping people achieving their financial goals through strategic planning, ensuring clients have a vision for their financial future.

Advice Areas

• Wealth Creation Strategies
• Superannuation Strategies (including defined benefit schemes)
• Life Insurance
• Cash Flow Planning
• Centrelink
• Departments of Veterans' Affairs
• Aged Care
• Estate Planning
• Debt Management
• Salary Packaging
• Retirement Planning
• Redundancy Planning

Products

Deposit and Payment Products

• Deposit and Payment Products
• Non-basic Deposit Products

Life Products

• Investment Life Insurance Products
• Life Risk Insurance Products

Managed Investment Schemes

• Managed Investment Schemes, including IDPS

Retirement Savings Account Products

• Retirement and Savings Account Products

Securities

• Securities

Superannuation

• Superannuation – All
• A person’s existing holding in a superannuation product