MeritPlan is a financial planning firm with offices in Brisbane and Ballina. We service south east Queensland and northern New South Wales.

Two things make MeritPlan stand out from other financial planners: customer service and our Personal Investment Management System (PIMS).

We are a member firm of Genesys Wealth Advisers Ltd, which is owned by AXA Australia. AXA is part of the Global AXA Group, one of the largest financial services groups in the world. The Genesys network of 400 financial planners provides about 100,000 Australians with financial services and advice on more than $9 billion of investments.

We always put our clients first when we recommend a financial product, it's because it suits your needs best, not because it benefits us.