Securinvest Financial Planners

Securinvest Financial Planners has been in the financial services industry since October 1985. Securinvest Financial Planners Pty Ltd changed it’s name from Western United Benefit Planners (Aust.) Pty Ltd in September 1992, with Securinvest obtaining it’s own Dealers Licence in October 1994. In November 1999 Securinvest also obtained a Life Insurance Brokers Licence.

As of the 3rd December 2003, Securinvest Financial Planners has been operating under the new Australian Financial Services Licence Number 223280 and was one of the first organisations within Victoria to obtain this licence.

Securinvest Financial Planners Pty Ltd provides clients with the personal financial advice to help them achieve their financial and lifestyle goals. The primary function of the organisation is to conduct one on one personal interviews that address the issues of investment, savings, retirement and life insurance and to formulate plans to achieve these objectives.

Our main office is located in Wheelers Hill, with advisers located all over Melbourne & the Sunshine Coast in Queensland. We also have an Accounting firm based in Bulleen which is able to handle all your accounting and taxation needs.

Securinvest has the knowledge and experience to handle many and varied financial services including:

• Investment Planning
• Retirement Planning
• Taxation Planning
• Social Security advice and strategies
• Superannuation Advice
• Self Managed Superannuation funds
• Public Offer superannuation funds
• Negative Gearing
• Personal Risk Insurance
• Estate Planning
• Share Investment or Managed funds
• Fixed Interest, Property or Equity investment
• Income taxation and Capital Gains taxation advice