211 Balcatta Rd., Balcatta, WA 6021
527
Securitas Private Wealth, Balcatta, WA
Securitas Private Wealth
Opening Hours
Closed now, Opens in 10 hours
| Wednesday | 9:00 am - 5:00 pm |
| Thursday | 9:00 am - 5:00 pm |
| Friday | 9:00 am - 5:00 pm |
| Saturday | Closed |
| Sunday | Closed |
| Monday | 9:00 am - 5:00 pm |
| Tuesday | 9:00 am - 5:00 pm |
Opening Hours
Closed now, Opens in 10 hours
| Wednesday | 9:00 am - 5:00 pm |
| Thursday | 9:00 am - 5:00 pm |
| Friday | 9:00 am - 5:00 pm |
| Saturday | Closed |
| Sunday | Closed |
| Monday | 9:00 am - 5:00 pm |
| Tuesday | 9:00 am - 5:00 pm |
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Description
We are an 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 tell 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.
Company 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.
Categories & Keywords
- Bank
- Estate Planning
- Financial Planning
- Life Insurance
- Financial Services
- Insurance Broker
- Income Protection
- Financial Planner
- Financial Advisor
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