A meridian is the sun's highest point in the sky. Meridian Wealth Management builds personalised, goal-based portfolios — and guides them from your first plan to your life's milestones.
No account, no documents, no commitment — just a conversation.
From the first conversation to lifelong growth, we handle every stage of your financial journey — so you always know where you stand and where you're headed.
We start by understanding your goals, your comfort with risk, and where your money sits today — no jargon, no pressure.
A clear, costed plan across the full universe of instruments — matched to your goals, horizon and tax position.
We put the plan to work — diversified, tax-smart, and aligned to each goal, with a lump sum and recurring contributions.
Live tracking of value, returns and drift — with proactive alerts when something needs your attention.
Clear periodic statements and review packs, framed around your goals — something you can actually understand.
As life changes, so does your plan — with timely, personalised next steps to keep you ahead.
Answer four quick questions and we'll show you an indicative starter mix and a 5-year projection, calculated live. No account, no documents.
Indicative only, calculated from your inputs — not financial advice or a guarantee of returns.
A free 30-minute conversation to understand your goals and answer your questions.
We show you where you stand today versus where you want to be — and what's holding you back.
A personalised, goal-based plan you understand and approve — then we set it in motion.
Ongoing monitoring, reviews and adjustments as your life and the markets change.
We don't push products. We start with your goals — retirement, a home, your child's future — and build around each one.
Smart models tailor recommendations to your exact situation — then a human advisor makes sure they're right for you.
Mutual funds, ETFs, FDs, bonds, NPS, REITs and more — the full universe of instruments, with live data.
Clear fees, live performance, and plans that make the most of every tax break you're entitled to.
Behind every Meridian plan is technology we built ourselves — and tools you can use too.
Risk profiling, location-aware instrument selection, goal-based funding and a fully-costed buy plan with three return scenarios — the same engine your advisor uses with you.
Before you invest, know where your money goes. Our budget and expense tracker helps you find what you can comfortably invest each month — and we'll plug it straight into your plan.
Book a free, no-obligation consultation. Bring your questions; leave with clarity about where you stand and how we can help.