Securitas Private Wealth

Other companies in Balcatta

Description

At Securitas Private Wealth our advisers are focused on delivering quality advice to clients, which is based on long term, trusted relationships with a foundation in values-based financial planning.

We work on a ‘fee for service’ structure, so our clients know exactly what they are paying for the advice they are receiving. We do not accept any commissions from any investment providers. We feel this removes any bias or conflict of interest. Our clients have told us they love the transparency.

We aim to remove the jargon that often exists in Financial Advice. Our goal is to deliver advice that you can understand and relates exclusively to your individual circumstances. We don’t offer ‘off-the-shelf’ solutions. Instead, we spend time getting to know you so we can understand your values, your needs and your goals. That way we can design a plan that is unique to you.

Keywords: Insurance Broker, Life Insurance, Financial Services, Bank, Financial Planning, Financial Adviser, Estate Planning, Income Protection, Financial Planners
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Social Media: https://www.facebook.com/securitasprivate/
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