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Investing

Securitas Private Wealth

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1300 300 448

211 Balcatta Rd

Balcatta, WA, 6021

211 Balcatta Rd

Balcatta, WA, 6021

Securitas Private Wealth

Great Financial Advice

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
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Contact details

Visit website Email this business
1300 300 448 (08) 9305 0447
1300 366 448

Services

  • Annuities
  • Consulting
  • Retirement Planning
  • Fund Management
  • Money Market Services
  • Investment Trusts
  • View more (11)

Opening Hours Detail

  • By Appointment (Only)

Payment options

  • All Cards Accepted

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