You're One of the Smart People

You know that you can't just HOPE for a brilliant future...

You have to PLAN for it!

We Can Help.

You're likely here because your accountant told you about us? ​

Welcome. We're glad you came and hope to meet you soon.

Financial planning solutions are best delivered when your accountant and financial planner work together. 

 

Succession, estate or superannuation planning have tax considerations and are best delivered as part of an integrated plan.

 

We can help.

Meet Jim Cresnar

 

What experience does your financial planner have? Jim comes from a large institution background with more than 20 years’ experience.

 

Jim is passionate about helping his clients to set, achieve and protect their financial goals, and secure the future and financial freedom they desire.

 

He has a particular interest and expertise in the technical and investment strategies for establishing and managing hard working self-managed super funds (SMSF).

Merit Planning Newcastle & Central Coast (NCC) Pty Ltd ABN: 67 614 574 239  Asic No. 1247978

is an authorised representative of Merit Wealth Pty Ltd ABN: 89 125 557 002 (AFSL 409361)

2021 Merit Planning Pty Ltd 

T: 0439 517 766
F: 02 8756 5441
 

Redhead NSW 2290

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The content of this site is dated October 2016 and has been prepared for Merit Planning NCC Pty Ltd by Merit Wealth Pty Ltd, ABN 89 125 557 002 under Australian Financial Services Licence No. 409361, (“Merit Wealth”).Merit Wealth is wholly owned by Hayes Knight Financial Services Pty Ltd, (HKFS). HKFS is a subsidiary of Easton Distribution Services Pty Ltd (ABN: 67 167 184 072), a wholly owned subsidiary of Easton Investments Limited (ABN: 48 111 695 357), (EAS) an ASX listed company. This information has been given in good faith and has where applicable been derived from sources believed to be accurate at its issue date. However, it should not be considered a comprehensive statement on any matter nor relied upon as such. Merit Wealth Pty Ltd recommends that you obtain further information and conduct your own due diligence on the services it is offering and obtain your own professional advice on whether they are appropriate for you and your practice. This information has been prepared without taking into account your objectives, financial situation or needs. Before acting on this information consider its appropriateness. © Merit Wealth Pty Ltd.