A meridian is the sun's highest point in the sky. Meridian Wealth Management builds personalised, goal-based portfolios — and guides them from your first plan to your life's milestones.
No account, no documents, no commitment — just a conversation.
From the first conversation to lifelong growth, we handle every stage of your financial journey — so you always know where you stand and where you're headed.
We start by understanding your goals, your comfort with risk, and where your money sits today — no jargon, no pressure.
A clear, costed plan across the full universe of instruments — matched to your goals, horizon and tax position.
We put the plan to work — diversified, tax-smart, and aligned to each goal, with a lump sum and recurring contributions.
Live tracking of value, returns and drift — with proactive alerts when something needs your attention.
Clear periodic statements and review packs, framed around your goals — something you can actually understand.
As life changes, so does your plan — with timely, personalised next steps to keep you ahead.
Answer four quick questions and we'll show you an indicative starter mix and a 5-year projection, calculated live. No account, no documents.
Indicative only, calculated from your inputs — not financial advice or a guarantee of returns.
A free 30-minute conversation to understand your goals and answer your questions.
We show you where you stand today versus where you want to be — and what's holding you back.
A personalised, goal-based plan you understand and approve — then we set it in motion.
Ongoing monitoring, reviews and adjustments as your life and the markets change.
We don't push products. We start with your goals — retirement, a home, your child's future — and build around each one.
Smart models tailor recommendations to your exact situation — then a human advisor makes sure they're right for you.
Mutual funds, ETFs, FDs, bonds, NPS, REITs and more — the full universe of instruments, with live data.
Clear fees, live performance, and plans that make the most of every tax break you're entitled to.
Behind every Meridian plan is technology we built ourselves — and tools you can use too.
Risk profiling, location-aware instrument selection, goal-based funding and a fully-costed buy plan with three return scenarios — the same engine your advisor uses with you.
Before you invest, know where your money goes. Our budget and expense tracker helps you find what you can comfortably invest each month — track expenses, cards, investments, goals and insights, all in one place.
Your data stays on your device. Everything you enter is stored privately in your own browser — it never reaches our servers, and we can't see it. How your data is handled →
The budget & expense tracker was built so that your financial information stays entirely in your hands. Here's exactly how it works.
Everything stays on your device. When you use the tracker, all the numbers you enter — income, expenses, cards, investments, goals — are saved inside your own web browser, on the device you're using. This information is never transmitted to Meridian Wealth Management, and we have no way to access, view, or recover it.
We don't run servers for your data. The tracker is a self-contained tool. There are no accounts, no logins, and no database on our side holding your figures. That means there's nothing on our end that could be breached, sold, or shared.
You are responsible for your own backups. Because your data lives only in your browser, it can be lost if you clear your browser data, use private/incognito mode, or switch to a different device or browser. Use the built-in Export backup button regularly to save a copy of your data as a file you control. You can restore it anytime with Import backup, on any device.
Live currency rates are the only external call. If you choose to enable currency conversion, the tracker fetches exchange rates from a public rates service. No personal or financial data of yours is sent in that request — only the currency codes being converted.
Not financial advice. This tracker is a personal budgeting and organisation tool. The figures, insights and projections it displays are illustrative and for your own planning use only. They do not constitute financial, investment or tax advice, and are not a guarantee of any outcome. For advice tailored to your circumstances, speak with a qualified advisor.
Book a free, no-obligation consultation. Bring your questions; leave with clarity about where you stand and how we can help.