Securitas Private Wealth: Mindarie

About

Unlike other Financial Planners, we do not accept commissions from the financial suppliers we deal with. Instead, we work on a ‘fee for service’ model, whereby we agree a fee with you upfront, before we start working together.

We don’t just tell our clients how to invest. We work closely with our clients to help them understand the reasons why they invest. This way, people are fully committed to the plans we design for them.

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.

We aim to remove the jargon that often exists in Financial Advice. Our goal is to deliver advice that you can understand and relates exclusively to your individual circumstances. We don’t offer ‘off-the-shelf’ solutions. Instead, we spend time getting to know you so we can understand your values, your needs and your goals. That way we can design a plan that is unique to you.

Services:

Strategic Financial Advice

Using the values-based financial planning system, we help you discover your goals and then design financial strategies that ensure you have the best chance of achieving them.

Risk Management/Asset protection

Strategies to help protect your hard-earned wealth.

Insurance

Protect the most important things in your life and ensure all your hard work isn't undone by the unexpected, whether it is death, serious illness or an accident.

Estate Planning

Making sure your wealth passes to the people you want it to.

Tax Planning

Tailored strategies to maximise potential tax advantages.

Investment Planning / Portfolio Management

The investment universe can be quite daunting. We remove the complexities and construct portfolios that are strictly aligned with your goals.

Self Managed Super Funds

SMSF's are rarely utilised to their full potential. Securitas Private Wealth will design your SMSF to ensure that you take control and maximise the huge opportunities on offer.

Budgeting/Cashflow Planning

One of the often overlooked areas of financial planning. At Securitas we believe it should be the foundation of all great Financial Plans. We work closely with you to ensure that you are in control of your finances.

Superannuation

'Super' is one of the most misunderstood areas of Australian finance. We help educate clients so they understand the huge tax advantages Super provides.

Mining/Resource Worker Program

Many clients come to us with the feeling that, although they are earning a high level of income, they feel as though they aren't 'getting ahead'. Securitas Private Wealth offers a specialist program to make sure clients make the most of their hard earned money.

Business Owner Services

Working closely with business owners in the areas of Succession Planning, Business insurance Planning and Key Person Protection. We understand that your business is a major part of your overall financial plan.

UK Pension Transfers

Securitas Private Wealth is vastly experienced in the specialist area of UK Pension Transfers. We can help you decide whether you should leave your pension in the UK or transfer to Australia. We then handle the transfer process on your behalf. As with all our services, fees are charged on a fixed $ basis (not a %) and quoted upfront.

Contact or email us today.