Merlea Investments is a boutique financial planning practice with offices located in Adelaide, regional South Australia and New South Wales. Since 1995 we have been specialising in providing personal financial planning advice for individuals across Australia.
Comprising an exceptionally strong team of Authorised Representatives offering many years of professional experience and backed by an efficient administrative team of dedicated staff members, Merlea investments prides itself on a strong history of prime, quality advice with exceptional customer service.
Our director, Brian Nash consults to a number of investment committees. He provides his investment knowledge, views, and portfolio construction services to a range of financial advisers throughout Australia.
The Merlea Philosophy - Our Team Commitment To You
As a Merlea Investments Pty Ltd Investor, you will have the right to expect the following standards from us:
- We are honest, truthful, 'up front' and open with you at all times, and we expect you'll be like that too. That way we will build a life long and valuable relationship with each other.
- We will honour our commitments to you absolutely.
- Our programs will always be of exceptional quality and designed to help you add significant value to your investments.
“Brian has the unique ability to present complex issues to lay customers in a way that they understand. Brian’s focus is not seek to impress his audience with how good he is (although that becomes self-evident during his presentations) but rather to convey information to his audience in a manner that is readily understood” – Michael
“I have found Brian dependable, reliable and honest; all good qualities needed with people handling your investments and savings. He has always provided sound and high quality suggestions for both investments and financial growth strategies. I highly recommend Brian and his team for family business succession planning and sound superannuation investments.” – Tony
“Brian has been providing investment research to our practice for over a decade, He truly is one of the best investment analysts in Australia. His views on economic trends are well respected and his results over the long term confirm his ability to manage investment risk. Brian looks beyond all the noise and provides sensible guidance to advisers on asset allocation and security selection. Highly recommended.” - Paul