Level 3
101 St Georges Terrace

 + 61 8 6277 0050
 + 61 8 9200 5790

Our Approach

How Do We Think? Independently, Just Like You.

No other firm boasts the same expertise across strategic wealth advice, corporate finance and direct market services like Merchant Group. Where we cannot help, we will refer you to our trusted network of professional partners. It’s this autonomy and transparency that gives us, and you, an advantage in the market.

The Benefits of the Merchant Approach

Our approach gives us an edge in a number of ways, demonstrating the guiding principles that underpin everything we do and everything we stand for at Merchant.


We’re unaffiliated, which allows us to bring together a multidisciplinary team within a non-hierarchical organisational structure. We work together and pool industry insights and opportunities.


Our unique structure means we’re more open and more progressive to access buy and sell-side investment opportunities that traditional financial planning and investment broking firms can’t.


We have a world of investment opportunities at our disposal, so we’re able to be more proactive in providing truly personalised investment advice and solutions. We provide the correct solution for you, every time, rather than promote one-size-fits-all strategies.


We’re more responsive by nature, we’re also more accessible and accountable. We’re here for you, so we understand you and your goals intimately.

Meet our team to learn about our approach. Or simply contact us to see how our unique business and investment model will work for you.