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Change occurs everywhere, everyday, all the time: change is constant. Financial market performance and events show us that all the time. At Securinvest Financial Services we see change as providing opportunity. Those who have developed clear strategies for seeking out and developing opportunities as they arise will be the future winners. Securinvest Financial Services works closely with clients to identify and develop these opportunities. Securinvest Financial Services provides you with the information, tools, processes and guidance. |
Client Value Proposition
We build, manage and protect client’s wealth. We partner with clients to establish their financial objectives, provide ongoing education and secure their financial future whilst delivering quality advice and service.
About us
Securinvest Financial Services is a privately owned boutique financial advice and education firm. We have a successful 25 year history and employ a professional and experienced team, which is rich in hands-on experience and grounded in theory.
Our goal is to work with our clients with whom we can build a strong relationship through objective planning and advice. Securinvest Financial Services has the capacity and proven experience to provide innovative solutions, delivered with passion, integrity and commitment.
Our relationship with Australian Financial Services (AFS)
AFS is a wholly owned subsidiary of AFS Group Ltd which is 100% owned by its advisers, directors and staff.
We believe that this ownership structure provides clients with the confidence and security that business decisions are made with you the client in mind and are not influenced by Corporate or Institutional ownership.
AFS is the holder of Australian Financial Services Licence number 297239. Under the Corporations Act, our primary responsibility is to you, our client. We engage Authorised Representatives to act on our behalf when dealing with clients and AFS is ultimately responsible for the advice given.
Our Referral Partners
We have been providing financial planning services to a growing portfolio of strategic partners for over 25 years.
Our Key Strategic Partners include:
- Estate and Will Specialist
- Professional services firms (such as accountants and solicitors).
- Finance Brokers
- General Insurance Broker
- Private Banking Specialist
