Securinvest Financial Planners Pty Ltd has been providing clients with personal financial advice to help them achieve their financial and lifestyle goals since 1985. Today our main office is in Wheelers Hill, Victoria, with another office in Bulleen, Victoria, and authorised representatives based across Melbourne & the Sunshine Coast in QLD. We also have an Accounting firm based in Bulleen, Victoria which is able to accommodate all of your accounting and taxation needs
Why Choose Us
Privately Owned
We have our own Financial Services Licence, which means that we are able to make decisions based on our clients’ needs unlike many other Financial Planning businesses which are owned, controlled or licensed by large financial institutions and may therefore be answerable to the corporation.
Experienced
Combined, our advisers have over 100 years experience in the finance industry and have a wealth of knowledge to draw on to assist you in meeting your financial goals and objectives.
Knowledgeable
The ongoing education of staff is a focal point at Securinvest, this not only keeps our advisers and administration staff up to date with new strategies and market movements but allows us to provide a highly professional service to our clients.
Satisfied Clients
The majority of our new clients come by way of referrals from our existing clients. This indicates the level of satisfaction that exists in relation to our services.
Recent Posts
Oliver’s Insights – Europe, China, the US – the worry list for investors getting wider againShane Oliver, Head of Investment Strategy & Chief Economist at AMP Capital …
Snapshot – Budget – May 2012Today’s snapshot provides an overview of the 2012 Budget, the return to a …
Snapshot – April 2012Most of us talk about rising prices for life’s essentials like housing, petrol, …
Fund Profiles
Information on funds we use