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About us
Meridian Wealth Advisors is a boutique financial planning and wealth management firm based in the heart of Sydney's CBD, just steps from Martin Place. For over two decades we've quietly guided Sydney's professionals, business owners and retiring families through every stage of their financial lives. Our advisers hold CFP credentials and work to a strict fee-for-advice model, so the counsel you receive is genuinely yours alone, never product-driven. We take the time to understand what matters to you, whether that's a comfortable retirement on the Northern Beaches, funding the grandkids' schooling, or structuring a business sale. Each client works with a dedicated adviser supported by our in-house investment, tax and estate specialists. We keep our books deliberately small so the relationship stays personal and the advice stays sharp. From your first conversation to the handing over of a considered, written strategy, you'll find us calm, candid and genuinely on your side. It's wealth management the way it ought to be done.
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