Meridian Financial is a company founded by a group of professionals with the objective of providing a creative approach to overall financial advice and funds management. The very foundation of our company is improving the lifestyle and present financial situation of our clients. To demonstrate this, we make the following commitments:

• To provide informed and integrated financial advice on a careful assessment of our clients personal needs and aspirations for the future.
  
• All advise is based on extensive research and a fundamentally sound approach to financial and wealth management
  
• We are committed to building long term relationships with our clients through a relationship management process that holds us accountable to total customer satisfaction

At Meridian Financial, we understand that to fulfil our commitment to our clients our team must be dedicated to achieving the best possible results on behalf of our clients. To that end all of our staff have the appropriate qualifications and possess the interpersonal and technical skills that are so important to our clients when they are making life decisions. In addition we have a culture of creativity that drives innovation in the solutions we create for clients whilst remaining within the parameters of the relationship set by our clients and without being bound by the self interest of many of the large corporate providers.

As an Unrestricted Licensed Dealer, Meridian Financial is not tied to any one provider, or for that matter any one investment sector. Our investment advice is driven by which products will provide the desired result for the client, not by targets set by a bank or multinational who demands certain product placement levels be achieved.

As we generate a large proportion of our revenue from funds under administration, as your account grows we both share in your prosperity.

Your success builds our success....