Name: Securitas Private Wealth
Address: 1A, 25 Delage St, Joondalup, WA, 6027, AU
Telephone: 0893050447

Securitas Private Wealth

1A, 25 Delage St, Joondalup 6027 WA
1300300448
08 9305 0447
Visit Website
Enlightened Financial Advice
State: West Australia
Region: Perth Greater Metro
Suburb: Joondalup
Postcode: 6027
Business Type: Investing

Profile: Securitas Private Wealth is a Investing company located at Joondalup, West Australia Australia, address is 1A, 25 Delage St, Joondalup 6027 WA, postcode is 6027, you can contact Securitas Private Wealth by phone 08 9305 0447
Description:
Award winning, boutique Financial Advisory practice, based in Perth, Western Australia. Unlike other Financial Planners, we do not accept commissions from the financial suppliers we deal with. Instead, we work on a fee for service model, whereby we agree a fee with you upfront, before we start working together. We don't just advise our clients how to invest. We work closely with our clients to help them understand the reasons why they invest. This way, people are fully committed to the plans we design for them. 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.
Opening Hours:
Mon 9:00 am - 5:30 pm
Tue 9:00 am - 5:30 pm
Wed 9:00 am - 5:30 pm
Thu 9:00 am - 5:30 pm
Fri 9:00 am - 5:30 pm
Sat 9:00 am - 5:30 pm
Sun 9:00 am - 5:30 pm
Additional Information:
By Appointment (Only)
Payment Options:
Barter Card
Services:
Investing
Service Options
AnnuitiesConsultingRetirement PlanningFund ManagementMoney Market ServicesInvestment TrustsPortfolio ManagementBondsDebenturesBusiness InvestmentsAsset ManagementInvestor EventsSharesFutures ManagementProperty DevelopmentVenture ManagementRollovers

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