Merideon Wealth Strategies
Address | Unit 1/14 Marco Polo Dr, Mandurah WA, Australia | ||||||||||
Phone | +61 8 9583 5299 | ||||||||||
Hours |
|
||||||||||
Website | www.merideon.com.au | ||||||||||
Categories | Financial Planner, Life Insurance Agency | ||||||||||
Rating | 5 20 reviews | ||||||||||
Similar companies nearby RI Advice Mandurah — 3/32 Pinjarra Rd, Mandurah WA |
Merideon Wealth Strategies reviews
20Peter was really good at helping me understand the concept of Salary Sacrificing and the benefits it will deliver when I retire. Thanks Merideon
I highly recommend Mark and his team from Merideon Wealth Strategies to provide the service and support you need for financial support and freedom
The best financial decision we have made was to go and see Mark and the team at Merideon Wealth. Marks’ has always made time to listen to our objectives and his knowledge and advice has given us confidence about our financial future. We learn something new each time. We like the way Mark gets us thinking and asking him and ourselves lots questions.
We have also refinanced our home loan with the help of Danielle. Her professionalism and dedication to helping us with this process was fantastic. We had issues along the way, but Danielle kept us informed and on top of the whole process.
Would highly recommend Mark and his team to you.
Mark was unbelievably approachable and gave his time freely. He offered some 'outside the box' suggestions which got my partner and I talking (alot!) It was such a pleasure dealing with Mark and the Merideon team as a whole and for all our financial needs, we will look no further! Thank you so much Mark!
Mark was unbelievably approachable and gave his time freely. He offered some 'outside the box' suggestions which got my partner and I talking (alot!) It was such a pleasure dealing with Mark and the Merideon team as a whole and for all our financial needs, we will look no further! Thank you so much Mark!
We have been with Merideon for over 3 years and found the whole team helpful, friendly, approachable and importantly knowledgeable. Mark is really patient and helps us understand the mind boggling, jargony and complex world of financial planning by breaking it down into simple and relatable terms. With regular updates and financial alerts we know the team have our backs.
What is money? The reality is we are surrounded by it constantly.the concept of saving and doing better for a rainy day.everybody seems to know about it but do we really know money or savings as a concept?
The answer is a big “NO “ and it hit me hard as I sat down with Mark and he took pains in explaining, clarifying things to me.
It’s important to have an insight from a person who is passionate, understands your goals helps you reach them around the” tricky “concept of money.
My Husband and I have worked with Mark and his wonderful team for a few years now. We could not be happier with what they have done and continue to do for us. Thanks Guys
The team at Merideon Wealth Strategies provide excellent financial planning services and advice. From personal experience and feedback from satisfied clients, Mark Rattigan and his team always deliver up to date, detailed advice covering all areas of wealth creation and lifestyle/retirement planning.
Mark and his team are great always found them to be honest, reliable, efficient and most of all very trustworthy! Have been working with Mark for several years now! Highly recommend
As a busy business owner, I need the right type of people around me who can assist with my decision making toward my current and my future finances. Mark and his team at Merideon Wealth Strategies has always provided me with solid advice, and combining with their professional service, they always produce strategies and solutions towards building my wealth creation and retirement plans.
Mark and his extremely knowledgeable and professional team have always provided well balanced and very useful information and strategies for us to develop our personal finances. His advice has always proven to be accurate and very relevant to our situation. He takes the time to listen to our objectives and thoroughly researches options to get us where we want to be. We highly recommend Mark and his team for their advice regardless of your situation.
I really appreciated Mark's honesty. He said straight up he wasn't able to help me but pointed me in the right direction.
We have no hesitation in recommending Merideon for your Financial Adviser as they are professional, efficient and have the knowledge to achieve the out comes you want.
Merideon have provided us with a means to live our lifestyle from their advice and their service has more than exceeded our expectations.
Mark & his team are fantastic! Professional and very knowledgeable when it comes to financial advice, planning & wealth management.
Mark and the entire team @ Merideon Wealth Strategies offer a great service to the people of Mandurah and greater Peel area. I recommend anyone who needs assistance with their financial services to reach out to the team.
As a professional investment adviser, it is important for me to work closely with people I can trust to do the right thing by my clients. I have known Mark and the Merideon team for many years now and know them to be professional, knowledgeable and down to earth. I am comfortable referring my clients to them as I know Merideon will provide them with advice that suits their needs and a great level of service.
I have known Mark Rattigan for many years and what makes him stand out from his peers, is his professionalism and desire to make a real difference in his clients lives through providing quality advice. Keep up the good work Mark!
Extremely glad I found Merideon. Their financial plan and continual focus on my plan makes me feel very confident about my future.
Great company, great advice. It's amazing how much money you waste when someone goes through everything for you. Feeling much more financially secure thanks to Mark and his team. Can't recommend highly enough