Independent Financial Advisory
Numbers tell the story.
We measure success not by AUM, but by the outcomes we achieve for each client — tax savings, compounded growth, and the peace of mind that comes with a clear financial plan.
Trusted by professionals from
What We Do
Comprehensive financial services for any businesses.
From day-to-day cash flow to multi-generational estate planning, every engagement is fully tailored. No templates, no one-size-fits-all portfolios.
Wealth Management
A fully personalised investment strategy built around your goals, risk tolerance, and timeline.
Tax Optimisation
Proactive tax planning — not just filing — across income, capital gains, and business structures.
Retirement Planning
A roadmap to financial independence that actually fits your life.
Estate Planning
Structure your assets to pass wealth to the next generation on your terms.
Clear fees. No hidden costs, anywhere.
We operate on a fee-only model — we never earn commissions. Every fee below is the only thing you pay.
- Financial health assessment
- Annual financial plan
- 2 advisory calls per quarter
- Everything in Foundation
- Managed investment portfolio
- Proactive tax optimisation
- Business structure review
- Everything in Growth
- Family office services
- Estate & legacy planning
- Cross-border tax coordination
- Philanthropic strategy
Why Meridien
Advice you can trust — fully independent, always.
We hold no product licences and earn zero commissions. Our only incentive is your financial success.
- We are legally obligated to act in your best interest — not a bank's or fund manager's.
- CFA and CFP certified advisors with backgrounds across private banking, tax law, and institutional asset management.
- We reach out to you — quarterly reviews, tax season prep, and any time market conditions create an opportunity or risk.
Client Stories
What our clients say.
Meridien helped me realise I was leaving nearly $80,000 per year on the table in avoidable taxes. Within 12 months of working together, I had restructured my entire holding company and finally felt in control.
As a senior partner at a law firm, I never had time to properly manage our family's finances. Meridien took everything off my plate. Four years in, our net worth has grown more than the previous decade combined.
I came in with a complex situation — equity from a US startup, property in three countries, and no clear retirement plan. Meridien mapped it all out in weeks and gave me the clarity I'd been searching for for years.
Working with Meridien has been completely transformative for our family's wealth planning. The depth of their expertise across cross-border tax issues is unmatched.
I needed a partner who understood the speed of the tech industry. Meridien delivered a robust estate plan that finally gave me peace of mind to focus on scaling.
Their independent perspective gave us the confidence we were truly getting unbiased advice. We've seen a measurable impact on our portfolio within just six months.
Let's talk
Let's make an action plan.
In 30 minutes, we'll review your current financial position, identify the biggest opportunities you're missing, and tell you plainly whether — and how — we can help.