Strategic accounting and advisory services for businesses and individuals who expect more than compliance.
Comprehensive financial services built around your business — not a standard checklist.
Strategic tax minimisation for businesses and individuals. Business and personal returns, BAS, FBT, and R&D incentives.
Operational and financial strategy for SMEs. Budgeting, forecasting, cashflow management, and growth planning.
Independent audit services for companies, trusts, and NFPs. Statutory and internal audits conducted with rigour.
SMSF establishment, compliance, auditing, and strategic contribution advice for retirement planning.
Advice on optimal structures — companies, trusts, and partnerships — for tax efficiency and asset protection.
Financial due diligence, business valuations, and advisory support through transactions of any scale.
Meridian Advisory was founded in 2004 with a single principle — that our clients deserve advice built on honesty. Two decades on, that hasn't changed.
We partner with owner-managed businesses, high-net-worth individuals, and growing companies across Melbourne and nationally — delivering senior-led advice at every stage.
We meet regularly to ensure your financial position is optimised year-round — not just at tax time.
Financial jargon helps no one. We communicate clearly so you can make confident, informed decisions.
No billing surprises. Most services are offered on a fixed-fee basis agreed upfront.
Your work is handled by senior staff. You always know who you're dealing with.
"Meridian transformed how I think about my business finances. James picked up a structuring issue that had cost me tens of thousands in unnecessary tax. Exceptional."
"Sarah has managed our SMSF for six years. Her advice is always clear, considered, and genuinely in our interest. We've never felt like just another client."
"We used Meridian for due diligence on a $2.8M acquisition. Rob's team was thorough, fast, and identified risks we would have missed. A firm you can genuinely trust."
Initial consultations are complimentary. Tell us about your situation and we'll match you with the right adviser.
Thank you — we'll be in touch within one business day.