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Unified dashboard
Every account, goal and projection in one live view — no spreadsheets, no guesswork.
Your whole financial life, in one place.
Meridian brings investing, financial planning and clear reporting into a single fee-only platform — with a dedicated human adviser only ever a message away.
Every account, goal and projection in one live view — no spreadsheets, no guesswork.
Your portfolio is monitored daily and rebalanced back to target as markets move.
Tax-loss harvesting and asset location work quietly in the background to lift after-tax returns.
Message your adviser any time, or book a review — real people, fiduciary duty, fee-only.
Open your account and connect what you already hold — we map your full picture in minutes.
We build your personalised plan and portfolio, and walk you through every assumption.
Track progress in real time and adjust as life changes; we review with you each quarter.
It is published in the open, where anyone can copy it, so it is left short of its final polish and audit pass. The design chosen is fully audited and polished before it goes live.