- Build your wealth
- Diversify your interests
- Create a succession plan
Meet Nan & Barry
We approached Merv to help us with our retail store that was running at a loss. We were wholesaling as well as retailing imported goods from a shop in the south eastern suburbs of Melbourne. Exorbitant rent, coupled with high overheads and low sales lead Merv to recommend that we shifted our business to operate instead from home, where we changed the emphasis to expand the wholesale customer base.
Following his recommendations, after 8-10 years we were able to open a new retail store in inner city Melbourne. We cleared our debts and set about maximising our super fund balances. We have now appointed a full-time manager to run the business, and can now spend more than 50% of our time holidaying in Europe and visiting relatives.