Financial Advice
Retirement Planning
General Superannuation Advice
SMSF Strategy & Management
Business Advisory & Taxation
Cashflow Budgeting
Business Structures
Taxation Planning
Mortgages
Refinancing & Consolidation
Investment Property Loans
Business Premises Loans
Where We've Come From
For over four decades, Securinvest has been a cornerstone in the Australian financial landscape, recognised for its unwavering commitment to excellence and client-focused approach. Founded with a strong emphasis on financial planning, the firm quickly established itself as a trusted partner for a diverse range of private clients and businesses. This solid foundation in financial planning has been the bedrock of Securinvest’s long-standing success, allowing it to grow and adapt to the evolving needs of its clientele.
As the financial landscape became more complex and the needs of clients more diverse, Securinvest strategically expanded its service offerings. Recognising the importance of providing a holistic approach to financial management, the firm ventured into new areas such as business advisory, taxation, and mortgage services. This expansion was not just a natural progression but a calculated move achieved through a series of strategic acquisitions and mergers. These efforts allowed Securinvest to integrate specialised expertise and resources, further enhancing its ability to serve clients with comprehensive financial solutions.
Today, Securinvest stands as a multifaceted firm with a broad spectrum of services that cater to the varying needs of its clients. The company now employs more than 40 skilled professionals across its four divisions, each dedicated to maintaining the high standards of service that have become synonymous with the Securinvest name. Despite its growth and diversification, the firm remains deeply rooted in the principles of integrity, client-first service, and a commitment to financial excellence that have guided it since its inception.
Securinvest’s evolution from a financial planning firm to a full-service financial solutions provider is a testament to its ability to adapt and thrive in a dynamic industry. By continually expanding its capabilities and embracing new opportunities, Securinvest continues to build on its rich heritage, ensuring that it remains a leader in the financial services industry for years to come.