Financial Advice
Advice that goes beyond the numbers.
For over 40 years we've helped Australians reach their big life goals, not all of which are about money.
Who we help
Advice for every life stage
Planning for the Future
Building wealth, protecting your family and setting a course that works for decades.
Self-licensed advice
We hold our own AFSL, so our advice answers to your plan rather than a product shelf.
One integrated team
Your adviser works alongside our tax and lending specialists so nothing falls between the cracks.
Long-term relationships
We measure success in decades, not transactions.
What we do
Services
Retirement & Aged Care
The decades you worked for, planned properly.
Preparing for Retirement
Income projections, spending plans and timing strategies to retire with confidence.
Transition to Retirement
TTR strategies that let you draw on super while still working, reducing tax as you wind down.
Wealth & Investment
The right assets in the right structures at the right time.
Protection & Estate
Protecting your income, your family and what passes on.
Advice is a relationship, so it matters who you sit across from. Meet the advisers.
How we invest
Relationship and strategy first. Investments second.
Around 80 percent of the value we create comes from relationship and strategy: the right decisions, made at the right time, in the right structures. Investments matter, and ours are run with professional asset consultants, an external research house and an investment committee. But we are not stock pickers and we do not time markets. We invest for the long term, and we spend our time where it counts: across the table from you.
Our process
Our process.
Advice starts with a proper conversation, not a product.
Discovery, on us.
A proper discovery meeting, not a 15-minute chat: what is important in life to you, where you stand, and whether we can genuinely help. Complimentary.
Your strategy, presented.
We build the strategy and present it with clear fees, so you decide with the full picture in front of you.
Implement and review.
We put the plan to work, then stay with you: portfolio monitoring, reviews, and an adviser who picks up the phone.
Who we serve
Advice works best when it fits.
Our clients are typically people approaching or in retirement, often between 50 and 70, with meaningful assets to organise, and people navigating money in motion: an inheritance, a business sale, a windfall. They want to delegate to a trusted professional rather than do it themselves. Ongoing advice is a paid professional relationship, and we are upfront about fees from the first meeting, so you can decide with the full picture.
Common questions
Questions we get asked.
A proper discovery: what is important in life to you, where you stand, and what you want to achieve. It costs nothing, and by the end you will know whether we can genuinely help and what it would cost.
No, and that is a common misconception. Investments are one part; the bigger value is strategy: retirement readiness, super, tax structures, estate planning and the decisions in between.
It depends on complexity, and we present fees clearly alongside your strategy before you commit to anything. The discovery meeting itself is free.
We work constantly on optimising your tax environment with our in-house accounting team, and we identify estate and legal needs and coordinate trusted specialists. Personal tax returns and legal documents sit with the right professionals, all within reach.
40+
Years of experience
4.9
From 75 Google reviews
1,000+
Families helped
"
Over approximately 19 years... competent, professional staff. At no time have we felt unsure or concerned.
Kerry Google review
"
We know we're in the hands of experts... timely, very friendly, and accurate.
Lynton Thomas Google review
"
a one stop shop for all of our financial needs
Alison Duff Google review
Meet the team
Our financial advice team.
John Tsiros
Director, Financial Advice
John thrives on helping clients build assets that allow them to live the lifestyle they want to live. He enjoys and appreciates being his clients' sounding board for many of their most important life decisions. Away from the office, John loves to explore new places with his wife and three kids.
Authorised Representative: 314877
Kaylah Pritchard
Advice Support
Kaylah values quality time with friends and family. When she's not with them, she enjoys supporting Collingwood in the AFL, staying active through gym sessions or walks, and making time to read. She's an avid reader who never misses an opportunity to dive into a good book.
Matt Dunstone
Financial Adviser
A former school teacher and devoted Geelong Cats fan, Matt enjoys local AFL football, Mexican food and renovating his home. Matt relaxes by playing guitar though jokingly admits to being tone-deaf.
Authorised Representative: 226472
Dean Wansbrough
Financial Adviser
Dean's a passionate Western Bulldogs fan. You'll find him chasing after his daughter Phoebe and dog Reggie. He's also a keen cook outside of the office and loves his Horse Racing.
Authorised Representative: 472853
Lauren Street
Financial Adviser
As a proud mother of two wonderful children, Lauren brings the same care and commitment to her family as she does to her clients. She is passionate about helping people make smart financial decisions for the future.
Daniel Khreish
Financial Adviser
Daniel has an interest in all sports but is a keen Essendon Bombers supporter. Outside of sport, Daniel enjoys travelling and family time with his wife and two boys.
Authorised Representative: 1006061
Scott Mitton
Financial Adviser
Outside of work, Scott enjoys caravanning with his family, running, playing indoor soccer, and following AFL. Passionate about giving back, Scott supports both local and international community initiatives dedicated to making a positive impact.
Authorised Representative: 333879
Henry Ho
Financial Adviser
On a good day, Henry enjoys going out for a ride on his bike despite his terrible sense of direction. On other days, he loves to play a few games of badminton. He is also a massive fan of coffee and sweets!
Authorised Representative: 1305990
Lucas Hopkins
Financial Adviser
Lucas likes to be active, whether it's running in the Securinvest running club, hiking with mates or working out in the gym. A proud Carlton Football Club and Dallas Mavericks supporter.
Authorised Representative: 1311370
Bianca Antzakas
Adviser Support Officer
Bianca has a true wanderlust spirit; you will always find her researching and planning the next trip. Only working part-time she gets to spend a lot of time with her very spoilt little Pug, Mia.
Jenna Burns-Patten
Adviser Support Officer
Jenna enjoys live music and events, and can often be found seeking tickets to the next big show. Travel is also one of Jenna's passions, and she's a proud Sydney Swans supporter.
Sophie Bialocki
Adviser Support Officer
Sophie strives in a collaborative and client-focused work approach in her hopes to create the best possible service and outcomes for our clients. In her downtime, Sophie enjoys Pilates, ocean swims, breathwork & share trading with her dad.
Kristy Harpis
Senior Paraplanner
Kristy spends her down time learning about programming and reading sci-fi novels. She's a reformed gamer and when she is not spending time with her husband and two daughters, she is out hitting the pavement to achieve a new PB.
Amy Russell
Dealer Compliance Officer
Amy comes to the financial advice industry with a background practising in property and commercial law. She's a keen traveller, wine enthusiast and music lover.
Mandy Goodwin
Managing Assistant
Mandy is a big fan of being outdoors, whether it's gardening, camping, or riding dirt bikes. She keeps busy renovating her house and loves spending time with her kids.
Debbie Patigayon
Paraplanner
Debbie is an anime fan who watches anime and reads manga online. He is a sporty dude who loves to play volleyball and basketball with his neighbourhood.
Sheyne Susas
Paraplanner
A valued member of the Securinvest paraplanning team, Sheyne plays an important role in supporting the financial advisers to deliver quality advice outcomes for clients.
Ainsley Russell
Advice Support
Ainsley has over 8 years of experience working in a customer focused role and loves to have a chat. She has a passion for travel, online shopping and watching a good TV series.
Let's start with a proper conversation.
The discovery meeting costs nothing. We will call you back within 24 hours.
Or call (03) 9574 8300
