How We Work
Three disciplines.
One conversation.
Most financial firms do one thing well. We built Securinvest to do all three, together.
Most firms refer you out.
We bring it all in.
The typical experience looks like this: your accountant does your tax and refers you to a financial planner. The planner recommends a product and refers you to a mortgage broker. Each adviser has a partial view. Nobody has the whole picture.
At Securinvest, those three people are in the same building, on the same file. Your tax position informs your investment strategy. Your lending structure feeds into your wealth plan. Decisions that used to fall through the cracks between advisers now get made deliberately, as a team.
At Securinvest, those three people are in the same building, on the same file. Your tax position informs your investment strategy. Your lending structure feeds into your wealth plan. Decisions that used to fall through the cracks between advisers now get made deliberately, as a team.
Without Securinvest
- Three separate firms, three separate briefings
- No one sees the full picture
- Advice that contradicts across disciplines
- You're the messenger between your own advisers
With Securinvest
40+ years serving Melbourne
Three divisions, built one decade at a time.
Securinvest started as a financial planning practice and grew into three divisions that now work as one: Financial Advice, Business Advisory & Tax, and Mortgages & Lending, each run by specialists who do that work full time.
Four decades of Melbourne clients is what makes all three worth having under one roof. We have taken people through market falls, business sales, retirements and estates, so we know where the three disciplines meet before it becomes your problem. The clients who came to us in the 1980s sent their children. Those children are now sending their own. That's the only metric that matters.
Four decades of Melbourne clients is what makes all three worth having under one roof. We have taken people through market falls, business sales, retirements and estates, so we know where the three disciplines meet before it becomes your problem. The clients who came to us in the 1980s sent their children. Those children are now sending their own. That's the only metric that matters.
What sets us apart
Depth where most firms only offer breadth.
Retirement & Super
We place more emphasis on retirement planning and superannuation than most firms our size. It's where a decade of good decisions pays off, or doesn't. We make sure it does.
SMSFs
Self-managed super requires financial planning and accounting expertise working together. We do both, so your fund's investment strategy, compliance and tax are handled as one.
Aged Care Advice
Few firms offer this. We do. Means testing, fee structures and the financial impact on the family: we help families make aged care decisions without the guesswork.
Self-licensed
We hold our own Australian Financial Services Licence. Our advice model and approved product list are set by us, not handed down by an outside licensee. That means every recommendation answers to your plan.
Business Advisory & Tax
Most accountants file the return and move on. We sit across your business and your personal position at the same time, so the structure, the tax and your own wealth are decided together rather than in three separate meetings.
Mortgages & Lending
Our brokers are in the same building as your adviser and your accountant. That means a loan structured around your tax position, your super and your plans, not just the sharpest rate on the day.
Financial Advice
Retirement planning, superannuation, investments, insurance and estate: your whole wealth picture, not just a slice of it.
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Business Advisory & Tax
Accounting, tax strategy, business structuring and CFO-level thinking, built around your business and your personal position at the same time.
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Mortgages & Lending
Home loans, investment finance and SMSF lending structured around your tax position and wealth goals, not just the rate.
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See what this looks like for your situation.
20 minutes. No obligation. We'll tell you honestly whether we can help.
