Working closely with you, we’ll evaluate your situation and provide you with clear direction to move forward.
This can often include diversifying your investments, capitalising on your business activities and implementing strategies to protect your asset base.
Our Advisory team can recommend strategies that will help consolidate your asset base and leave you in the very best business position as you head toward retirement.
If you’re a salaried professional, you may be considering a move to part time, and if you’re a business owner, you may be ready for an exit.
Securinvest can assist you in the planning and execution phase of your retirement plan.
From creating a succession plan for the family business, to working out a sensible retirement income that will see you through.
Together we’ll prioritise what matters most to you and put steps in place to make it happen.
- Build Your Wealth
- Diversify Your Interests
- Create A Succession Plan
Nan & Barry
We approached Merv to help us with our retail store that was running at a loss.
We were wholesaling as well as retailing imported goods from a shop in the south eastern suburbs of Melbourne.
Exorbitant rent, coupled with high overheads and low sales lead Merv to recommend that we shifted our business to operate instead from home, where we changed the emphasis to expand the wholesale customer base.
Following his recommendations, after 8-10 years we were able to open a new retail store in inner city Melbourne.
We cleared our debts and set about maximising our super fund balances.
We have now appointed a full-time manager to run the business, and can now spend more than 50% of our time holidaying in Europe and visiting relatives.
Our Business Advisory & Taxation Team
Simon Eccles
Director - Business Advisory and TaxationGary Trowsdale
Director - Business Advisory and TaxationJody Croce
Senior ManagerMervyn Miller
Senior ConsultantColin Gridley
Senior ConsultantJenny Chan
Senior AccountantRachel Spaulding
Senior AccountantLaura Moon
Senior AccountantJames Zukiewicz
Senior AccountantTom Hughes
AccountantPitamber Bhattarai
AccountantHong Xu
AccountantWei Dai
AccountantJenna Burns-Patten
Junior AccountantSimone Piperni
Corporate Compliance OfficerNaomi De Ridder
Internal BookkeeperGabby Anthony
Receptionist- Resources