Financial services

WHAT IS A FINANCIAL PLANNER?

A professional who analyses your overall financial situation and develops a comprehensive plan that meets your goals and objectives.

WHY DO I NEED A FINANCIAL PLANNER?

To plan a course of action which will ultimately lead to a better lifestyle in my retirement

WHEN DO I NEED A FINANCIAL PLANNER? 

The sooner the better because it takes time for a plan to produce financial security.

In our experience certain life changing events prompt us to reconsider our overall financial position.

Events such as when you're:

• New to the Workforce
  
• Newly Married
  
• Newly Single
  
• Starting a Family
  
• Saving for Education
  
• Growing your Nest Egg
  
• Receiving an Inheritance
  
• Becoming a Grandparent
  
• Nearing Retirement
  
• Retired

FINANCIAL SERVICES WE OFFER

• Wealth Management
• Retirement Planning
• General Financial Planning
  

CLIENT PORTFOLIO ACCESS

Asgard

View your Asgard account information. This is available for enquiry access to Asgard's administration platform data to account holders. Please contact us if you wish to have enquiry access to your data.

Investor on line

Xplan

View our Xplan Portfolio Administration System. This facility is available for a monthly fee. Please contact us if you wish to have enquiry access to your data.

XPlan Client Access

PRIVACY POLICY

View our Privacy Policy here.  

_{Securitor is the holder of an Australian Financial Services Licence (240687) issued by the Australian Securities and Investments Commission (ASIC). Securitor is a principal member of the Financial Planning Association (FPA) and is a foundation sponsor of the FPA Quality Advice campaign.}

To plan a course of action which will ultimately lead to a better life style in my retirement

To work on my business strategy, manage my business for greater profitability and help with my ongoing taxation compliance obligations

MEET THE TEAM