We take the time to understand your individual circumstances and listen to your retirement goals to help you plan for the future.
Retirement is the time when you can finally relax and pursue the activities that you just don’t have the time for when working.
Regardless of when you choose to retire, it’s best to start thinking now about how you’ll fund your retirement.
Have you thought about the type of lifestyle you’d like to lead when you retire? Will you be travelling the world? Or maybe you’re thinking of downsizing your home?
No matter what your intentions are, Securitas Financial Group can help you to achieve your retirement goals to ensure your dreams become a reality.
Get in TouchTaking an active interest in your superannuation early is critical to ensuring you maximise the benefits of growing this important asset.
Superannuation is a valuable asset and can set you up for a comfortable retirement, however many of us put off consolidating or managing it, thinking it won’t affect us for many years to come.
What you should consider today is that the small changes you make now can have a big impact over the long term. This could include consolidating multiple super accounts into one fund, increasing contributions to your existing fund or shaking up your mix of investments for a better return.
Securitas Financial Group can take a look at your superannuation and guide you on the best strategies to grow your super for the retirement you deserve.
Get in TouchTrying to figure out the best way to grow your wealth can leave you dazed and confused.
Investing your money is a great way to grow your wealth over time. But navigating the best strategies, risks and mix of investments can be tricky. Asset allocation, shares, fixed income, property, alternative assets… you’ve heard the lingo but what does it all mean for you and growing your wealth?
Securitas Financial Group has the knowledge and experience to empower you to make the best possible decisions about how to invest your money.
Importantly we keep you regularly informed to ensure your portfolio is working for you and helping you create a better future.
Get in TouchWould you be able to maintain your current lifestyle if you no longer earned an income?
If your answer to this question is no, you need to consider transferring that financial risk to life insurance companies
Personal insurances worth considering include:
Securitas Financial Group can review your current insurance or put new insurance in place; to make sure you are adequately protected from financial worry.
Get in TouchEffectively managing money isn’t just about growing your wealth. It all starts with having a good budget in place and managing your income and expenses effectively.
Knowledge is power and with a better understanding of your budget, you have the power to choose how you plan to achieve your own financial freedom.
Getting a good budget in place is the foundation of growing your wealth.
Securitas Financial Group can help with ensuring you understand your income and expenditure.
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Whether you’re looking to buy your first home, an investment property or wanting to refinance – a mortgage broker can help you secure the best one available.
While there is no ‘one size fits all’ home loan, there is the ‘right one’ for you. With a seemingly endless number of options around, choosing the right mortgage option can be daunting.
Securitas Financial Group can arrange for a mortgage broker to walk you through the available products and services to suit you and your family, making choosing the right mortgage easier.
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Our company has been built around the philosophy that in order to move forward in life you need to be giving back.
We ‘give back’ because we want to make a meaningful difference to our community and to those who are less fortunate than ourselves.
Upon presentation of your financial plan, if you aren’t completely satisfied with the level of service and expertise; we promise to make it right. If we don’t we will happily refund your financial plan fee.
That’s our happiness guarantee!
