Merideon Wealth Strategies

Merideon Wealth Strategies is a financial advice firm with offices in Mandurah and Bunbury, Western Australia. Merideon is locally owned and operated. Merideon's services include financial planning, investments, superannuation and insurance. Merideon's team includes financial advisers and support staff. Merideon's advice is charged on a flat fee basis. Merideon works with clients' other advisers, such as accountants, when advice is outside its scope. Merideon serves clients including those starting out, families, business owners, SMSF trustees, pre-retirees and retirees.

Merideon's team members have volunteered for organisations including Motor Neurone Disease WA, the Association of Financial Advisers, Financial Planning Association mentoring, the Peel Chamber of Commerce, Peel Community Fund and Pinjarra Cricket Club. Merideon has sponsored and raised funds for causes including HALO, Movember, Caring for Children, Princess Margaret Hospital Charity, Pinjarra Cricket Club and the Waroona Districts Bushfire appeal 2016.

Financial planning, wealth management and life insurance advice for private clients and business owners form the core of the work described in feedback. Mark Rattigan is named repeatedly, with reviewers noting his patience in breaking down complex planning concepts into plain, relatable language. Clients describe the advice as current, detailed and thoroughly researched, spanning wealth creation, retirement and lifestyle planning. Reliability stands out, since the firm keeps clients informed through regular updates and alerts, which reviewers see as evidence of ongoing engagement beyond the first meeting. Business owners mention that the guidance supports both immediate decisions and longer-term retirement strategies.

An aspect raised across a number of reviews is the friendly, approachable nature of the wider team, described as efficient and genuinely invested in client outcomes. Long-standing clients speak of consistent service, careful investigation of options and strategies shaped around individual objectives. Clients also appreciate being heard before any direction is suggested, and the clarity with which technical topics are explained. Feedback frequently returns to insurance and broader wealth strategies, with the team's knowledge and professionalism recurring across accounts from both long-standing and newer clients.