Payments - FeeSynergy - Securinvest - Financial Advice, Accounting, Mortgages & Aged Care Advice in Melbourne

5 months ago

Have worked with this team for years and still extremely happy with the service and performance. Great team, trustworthy and understanding out business requirements. Simon, Kurvin and Tom are fantastic as are the gorgeous team on Reception!

David

9 months ago

Securinvest have managed our personal taxation, business and Superannuation for many years now and have offered an attentive, value for money and personal services to all my family members. They can even offer Aged Care advice for an elderly father in law when needed. We joined them when our accountant merged his business several years ago and have seen an expansion of services offered within the Securinvest brand and fantastic continuity of service. Laura is great to deal with, patient and considerate, helpful and very thorough. They no doubt have a wide wealth of experience within their partners and staff to handle any issue that we may have.

Ron Rodgers

10 months ago

I have been with Securinvest for approximately 19 years and cannot fault the service, great staff and the professional advice provided. I am saddened that Scott Daubeny is leaving the company. Scott has provided excellent advice and guidance to us over the past 19 + years. We wish him well for the future.

We look forward to future dealings with Henry HO and trust that the great service with Securinvest continues.

Lynton Thomas

10 months ago

Our family has received excellent service from Securinvest over many years. We know we're in the hands of experts. Their work is timely, very friendly, and accurate, and they have provided extra help and advice on many occasions. It's been a great association between us, which we will happily continue.

Carol Davies

10 months ago

Have been a client of Secure Invest for many, many years. Have seen a lot of consultants come & go. Have always found queries answered promptly & professionally. Feel very secure in the fact they manage our money efficiently & well. Would highly recommend Secure Invest to anyone seeking personal financial service. Thank you Secure Invest

Noelene Cran

10 months ago

In 2018 a friend recommended John Tsiros and Securinvest to me , I am a widow and was trying to manage my financial affairs by myself and it was becoming more stressful. The first appointment with John I took one of my daughters I was very apprehensive as it was a big decision to let someone else take over my finances. John was so professional and thorough and had a plan set out for us to see in a few weeks. I signed up with Securinvest and it is by far one of the best decisions I have ever made, John has taken the stress and anxiety from my shoulders and I can relax and enjoy my life. He is always so approachable at any time & gives me an update each year. Apart from that he is a kind and friendly man as are all his colleagues who I deal with from time to time. I am very grateful for the peace of mind I now have & would certainly recommend Securinvest to others.
Best wishes
Noelene Cran

Ockert van Zyl

10 months ago

Net wealth is a most professional and dedicated team. We have had the best experience with them
Over many years Scott Daubeny has been our main advisor and went way beyond what one could hope to experience. We could not recommend him and the team more for peace of mind and satisfaction.

Pam Wilson

10 months ago

So very grateful to have Securinvest as my financial advisors. We have been with them since 1997 and appreciate how they have helped us. My husband has passed and still feel thankful for all their assistance and continued follow ups. Never have I had any concerns and my advisors are like personal friends - i can ask them anything.
Keep up the amazing service.

Alex T

10 months ago

Secure invest is a very decent company to work with. They have taken my company onboard and do all my tax returns. They also have. Financial andvisors onboard . A bunch of very good accountants and staff to deal with. I highly recommend them for all accounting needs.

Greg Foster

10 months ago

i have been with Secure invest for more than 10 years and find them so easy to deal with. Trustworthy, reliable, efficient and friendly prompt service
Daniel Khreish has been our advisor for many of these years and we enjoy a strong and successful relationship.
Love secure Invest!

Linda G

10 months ago

I have been a client of Securinvest for a number of years.
I have always been happy with my interactions with all the staff on the phone or in person.
I am very happy with my Advisor Dean Wansborough and also Biannca. I am impressed with Dean's advice and the returns on my funds which are keeping up with my pension drawings and inflation.
Linda G

Kerry Tavrou

10 months ago

Great people and advice would highly recommend if you are wanting to make your money work for you.

g & k Oechsle

10 months ago

I have been a client of Securinvest for many years. Initially I attended for financial planning but have now also used the accounting arm of this firm. This makes for a seamless integration of all my financial issues with my financial adviser and accountant being able to streamline all financial decisions and advice. I believe they charge reasonable prices given the comprehensive service they can provide. I have also found any queries are dealt with promptly and efficiently. I have recommended them to a number of my friends.

Office

10 months ago

We are incredibly grateful for the advice and dedication Jody and James and team provide us with .
Their support always gets us thru the tough times .
Highly recommend
Dakota Flower Company

max parfett

10 months ago

Very professional and an excellent understanding of our very complex tax laws. Scott brought to our attention a possible large tax 'obligation ' and a solution to prevent it. Our accountants had not flagged it previously.

Kerry

10 months ago

Over approximately 19 years of dealing with Secureinvest we have been extremely satisfied. It has been most assuring to feel that our finances are being handled by competent, professional staff. At no time have we felt unsure or concerned by their advice nor actions. Scott has become our confidente and has always been on hand for any requests we may have had. His customer service is second to none and we have great pleasure in dealing with him.

Bronwyn Hill

10 months ago

Scott and James are fantastic. Friendly and helpful and responsive. Highly recommend them for all your financial needs.

Melissa Comerford

11 months ago

Thanks to Craig Nichols, I just recently refinanced my Home Loan, Craig made it VERY easy to steer through the process, and get it finalised. It was professionally handled with a touch of care.I couldn’t recommend
Craig and his team highly enough!!
Steve Comerford

Paul Penna

11 months ago

Since June 2015, Scott Mitton (initially at Horizons Wealth, and the last 12 months at Secure Invest) has provided wealth advice to my wife and I. Scott has guided us through our ten year plan to transition into retirement, providing excellent financial advice throughout that time. We are now entering into our retirement phase and it would not have been possible without Scott's independent, empathetic and thoughtful financial advice as well as his ability to see the bigger picture of family, work/life balance, travel, and health.

Bill Johnson

1 year ago

Continuous good service and advice. Our thanks to all the team at Securinvest

Greg Whiteley

1 year ago

We have only been with Secureinvest for the last 12 months but we are already so impressed with not only their knowledge but their professional service. They have taken all the stress out of our financial concerns and guided us beautifully on our road to retirement. I cannot thank them enough and am now recommending them to all of my friends. Thankyou to all of the team.

John Craske

2 years ago

Always very professional ,easy to understand financial advice and taxation. Dean and Tom have made our retirement a lot less stressfull , recommended to all our friends.

Tony Vaughan

2 years ago

Securinvest are a fantastic team of professionals who have assisted us numerous times on a couple of tough tasks .Very happy to recommend Craig ,Joanne ,Wendy ,Jody and the team

Gordon Walling

2 years ago

Excellent service and advice.
My advisor listens to me and then advises strategies suitable to my needs.
Follow up is prompt
I am very happy with the service I receive

Peter Hatherly

2 years ago

Excellent service for many years; with my total trust & your 100% efficiency always.

Debra Cochrane

2 years ago

Great session via zoom last week. Covered the Aged Care sector from assessments to financials. Leah made it easy to understand and very informative. All the staff at Secure Invest are always so helpful and informative. More sessions to follow that I'll be joining!!!

Elizabeth Robertson

2 years ago

Laura was very easy to chat with, explained things clearly, and all with a smile. Excellent.

Clare Hooper

3 years ago

First Lou, then he sold the business to John and now Leah have looked after my parents finances for many many years (in fact John was only just out of uni). They are all so very kind and helpful, no request is too hard and they are so well informed, they know everything! Our yearly review meetings are more like catch ups with friends and now my mum is in her 80's Leah comes to the house. I wouldn't hesitate to recommend them to anyone in need of financial advice, they really are the best on a personal and professional level.

Payments – FeeSynergy