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Ross Merrick Financial Services

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Ross Merrick Financial Services

Profile:

Ross Merrick Financial Services is a dynamic Newcastle-based accounting and financial planning firm. We tailor innovative expansion and wealth creation strategies for a diverse range of clients from both the private and public sectors.

No matter how big or small our client, our approach is always the same: establish a working relationship built on trust, honesty, accessibility, expertise and experience. This ethos has led to us gaining a reputation for personalised service and value for money.

At Ross Merrick Financial Services, we have advised many Australians how to build their wealth and we would like to help you too.

Overview:

At Ross Merrick Financial Services we’re not your “average” Accountants. Yes, we are committed to providing top quality personal service to all of our clients, just like other Accountants, but our specialty is working with business owners and individuals who want to achieve the following life goals:

Improved business profit and cashflow
Protection of your family’s financial assets
Wealth creation for education, holidays and retirement
Minimised taxation
Reduced pressure and stress

We do this by:

Implementing Asset Protection strategies for our clients, including establishing Family Trusts, Companies, and Self Managed Superannuation Funds
Developing strategies to help business owners grow their business.
Providing professional and tax-effective investment strategies for your hard-earned money to safely maximise your wealth.
Helping you pay less tax with our professional tax structuring, advice and tax preparation services.
Our aim is to provide you with advice when you or your business needs it - not just when you ask for it.

We'll help you manage every aspect of your financial affairs, and because we establish a one-to-one relationship with each of our clients, our advice will be tailored for your situation.

Our flexibility and adaptability will ensure we can help you get the best results.

Below we have listed the services that we offer to our clients. This list is by no means exhaustive, and our team of friendly staff would be more than happy to take inquiries about services that you do not see listed.

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Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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