In one place.
Where do you start?
What's your situation?
For Individuals
For Business Owners
Preparing for retirement
We map your super, assets and income so you can choose your date with confidence.
Our advisers work with you to understand the full picture, not just the immediate question, so every decision fits your broader plan.
Read more →
After an inheritance
We help you absorb a windfall without rushing into decisions you'll regret.
Our advisers work with you to understand the full picture, not just the immediate question, so every decision fits your broader plan.
Read more →
Buying Your First Home
Thinking about buying your first home?
Our brokers help you understand your borrowing power, compare loan options and move forward with confidence, from pre-approval to settlement.
Read more →
Start
Starting or buying a business?
Getting it right from the beginning is critical. The structure you choose, the business model, the way you price and the systems you set up need to line up with your key goals and potential exit.
Read more →
Scale
Get the structure right before the business outgrows it.
Growing or plateaued, there could be a better way to reach the next level. Our team will provide fresh perspective and options so you can move forward with clarity and confidence.
Read more →
Perform
Working harder, but not seeing results.
See your business results clearly month to month. Let our team provide you with a complimentary business health check to set you up for greater success.
Read more →
One Trusted Team
Four disciplines.
One conversation.
Most clients work with a financial planner, an accountant, a mortgage broker and, when the time is right, an aged care planner. Who have often never spoken to each other.
Most real situations touch all four. When that happens, you become the messenger instead of the client. That doesn't happen at Securinvest. All four disciplines sit under one roof and pertinent information is shared across the team.
So we can spend more time on working on the best outcome for you.
Most real situations touch all four. When that happens, you become the messenger instead of the client. That doesn't happen at Securinvest. All four disciplines sit under one roof and pertinent information is shared across the team.
So we can spend more time on working on the best outcome for you.
Financial
Advice
Advice
Wealth, super & retirement
Financial
Advice
Advice
From wealth accumulation and superannuation to retirement income and estate planning, our advisers see the full picture of your finances, not just a slice of it.
Business
Advisory & Tax
Advisory & Tax
Accounting & CFO support
Business
Advisory & Tax
Advisory & Tax
Accounting, tax structuring, CFO-level support and EOFY planning, all coordinated with your financial plan so nothing falls through the cracks.
Mortgages
& Lending
& Lending
Home, investment & SMSF
Mortgages
& Lending
& Lending
Home loans, investment property, SMSF lending and business finance, structured around your broader strategy rather than just the rate.
Aged
Care
Care
RAD, DAP & estate planning
Aged
Care
Care
RAD, DAP and means-testing explained clearly. We work with you and your family to protect the family home and keep everyone aligned on the plan.
Watch
Two minutes with Securinvest.
MEET THE TEAM
Four disciplines, one team
Get to know the advisers, brokers and specialists behind Securinvest, the people you'll actually be working with.
In the community
Supporting our community
Securinvest has supported local clubs, schools and charities across Melbourne's south-east for over 30 years. Because good advice isn't just about money, it's about the people and places around it.
The first conversation
costs nothing.
costs nothing.
Like a quick chat to see if we can help?
