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
Gary Grant
I have had the privilege of working with Simon for more than 25 years, and during that time he has been far more than just an accountant. He has been my financial advisor, business mentor, and a trusted partner at every stage of our journey. With Simon’s guidance, we built two businesses from scratch, growing from just two employees to a team of forty. Today, both businesses are well-known and respected within the tourism industry. Over the years, Simon has also supported us through the purchase and sale of several properties, always providing practical, timely, and well-considered advice. One of Simon’s greatest strengths is his availability and genuine care—he has consistently been there at short notice whenever we needed him. His professionalism, integrity, and commitment have been a cornerstone of our success. I am grateful for the opportunity to continue working with Simon as part of Securinvest, and I would not hesitate to recommend both him and the firm to anyone seeking an advisor who is truly invested in their clients’ future.
Our Business Advisory & Taxation Team
Simon Eccles
Director - Business Advisory and TaxationGary Trowsdale
Director - Business Advisory and TaxationAlec Blacklaw
PartnerJody Croce
Senior ManagerColin Gridley
Senior ConsultantJenny Chan
Senior AccountantRachel Spaulding
Senior AccountantLaura Moon
Senior AccountantJames Zukiewicz
Senior AccountantTom Hughes
AccountantPitamber Bhattarai
AccountantHong Xu
AccountantSimone Piperni
Corporate Compliance OfficerNaomi De Ridder
Internal BookkeeperChristos Petrou
AccountantJacqui Joseph
Client Service Co-ordinatorWaruni Rathnadiwakra
Accountant- Resources