Financial Planning

  • You love investing in properties and want to have a portfolio of real estates in your super fund as soon as possible.
  • You have multiple super funds, want to simplify the administration and have a crystal vision of how your retirement lifestyle would be like.
  • You want to have a better understanding of your wealth accumulated and risks while having a timeline of your financial future.
  • You do not trust that the industry super can protect your wealth and will rather manage your own retirement fund now.
  • MyCA are licensed SMSF financial advisor to provide the professional advice in these areas. We will refer you to a full range of licensed financial planners if any area is restricted. 

Discover how the right advice on your retirement, super, investments, and insurance can help you live the lifestyle you want now and into the future. As a qualified financial expert, we can help you assess the options available and find the tailored retirement strategy and solutions that will meet your needs. Whether you’re looking for accounting support, investment strategies or financial advice, we offer our SMSF services including:

  • Set up Self-Managed Superannuation Fund
  • Rollover existing funds into SMSF
  • Refer to experts to review your investment strategy and insurance
  • Account based pensions and contributions

If you are one of our existing customers, we will be able to consider your entire family financial situation and provide a comprehensive strategy for saving you tax and plan your retirement together. If you are a new client, explore who we are.

This editorial does not consider your personal circumstances and is general advice only. You should not act on any recommendation without considering your personal needs, circumstances and objectives.

MyC Financial Services Pty Ltd (ASIC No. 1271602) ABN 67 622 015 623 is a Corporate Authorised Representative of Merit Wealth Pty Ltd. Meng Hou (ASIC No.1271601) is a limited authorised representative of Merit Wealth Pty Ltd. (Merit Wealth Pty Ltd ABN 89 125 557 002, Australian Financial Services Licence Number 409361).

merit walth
Head Office: Merit Wealth Pty Ltd GPO Box 4463, Sydney NSW 2001 Level 15, 115 Pitt St Sydney NSW 2000