Securitas Private Wealth: Balcatta

About

At Securitas Private Wealth our advisers are focused on delivering quality advice to clients, which is based on long term, trusted relationships with a foundation in values?based financial planning.

We work on a 'fee for service' structure, so our clients know exactly what they are paying for the advice they are receiving. We do not accept any commissions from any investment providers. We feel this removes any bias or conflict of interest. Our clients have told us they love the transparency.

Our Services are the following:

-STRATEGIC FINANCIAL ADVICE

-INSURANCE

-RISK MANAGEMENT/ASSET PROTECTION

-ESTATE PLANNING

-TAX PLANNING

-INVESTMENT PLANNING / PORTFOLIO MANAGEMENT

-SELF MANAGED SUPER FUNDS

-BUDGETING/CASHFLOW PLANNING

-SUPERANNUATION,

-MINING/RESOURCE WORKER PROGRAM,

-BUSINESS OWNER SERVICES

-UK PENSION TRANSFERS