At Securinvest, we have more than 35 years experience helping people take control of their finances. We’ll evaluate every aspect of your life and together we’ll create a holistic plan that will set you up for financial success in the future. We’ll make sure you use the money you earn today, to create the world you desire tomorrow.
The occasional game of golf. A trip up the coast. Or maybe restoring that old car. And of course, as you get older, you’re likely to be thinking about your family and how you can help them. Maybe you’d like to assist the kids with their first property or a business opportunity.
Whatever it is, we can create a plan that will allow you to do just that.
During this time you’ll be faced with some difficult personal and financial decisions and our qualified Aged Care Specialist is here to help clients and family members navigate the complexities of Aged Care advice.
We provide specialised advice to both existing and new clients who are planning for the cost of care, as well as clients who need assistance securing care and financial advice for their elderly parents, or loved ones.
At Securinvest we help you plan ahead, and we can talk you through the care options available to you, the costs associated with them and the best way to restructure your finances to pay for the appropriate care.
Getting the right information and advice now will help you make the best choices for your future care, security and happiness.
Perhaps it’s time to establish a Self Managed Super Fund. Or maybe it now makes sense to move out of higher risk investments.
We can ensure that your income, Superannuation and investments are complementing each other as you get closer to retirement.
- Plan for the future
- Retire in comfort
- Transition to aged care
- Consolidate your position
It has been many years now that John Tsiros has been my financial advisor/manager. My late husband and I attended the Bulleen office annually for taxation purposes and were always impressed by the staff and the service we received. Therefore, when we retired, it seemed the good thing to do by keeping all things financial in one place. John was recommended to put in place a financial plan that would see us financially secure throughout our retirement years. It was a great recommendation!
Meet Ted & Edna.
We were referred to John in late 2007. I had just retired, so needed advice on where to invest the lump sum. Admittedly, it wasn’t a large amount in today’s world – but it was to us. We had never had that much money to deal with, so needed to feel comfortable and trust someone for guidance. Our relationship with John has now grown to nearly 11 years.