About Secure Wealth Financial Services
Secure Wealth Financial Services is a uniquely structured financial planning practice, offering solutions for all your financial needs.
Based in Moorabbin, we are a dynamic business committed to the success of your long term financial solutions. Following the principle of life-stage financial planning, we offer you an ongoing partnership to help you build towards and achieve your financial goals - no matter what life throws your way.
We provide a comprehensive range of services from financial planning, portfolio management, general insurance advice, tax planning, corporate superannuation and estate planning. Whether you're starting out, nearing the end of your working life or somewhere in between, our advisers can work with you to ensure your tailored and strategic financial plan grows and adapts with you.
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According to the Australian Cyber Security Centre, Australians lost over $634 million to scams in 2019.
Three trends driving real estate investments in a post-pandemic economy
Office real estate is undergoing a fundamental shift, while COVID-19 has accelerated a number of global real estate investment trends, including the continued growth of e-commerce and falling home ownership.
Do you need to review your insurance?
Since December 2020 the world has embarked upon a mass effort to vaccinate against the Coronavirus pandemic. The leading solutions have been produced by joint ventures led by Pfizer, Moderna and AstraZeneca respectively. Israel and the UAE are amongst the leaders on a per-person basis and are beginning to see a decline in the severity severity and mortality rates amongst its elderly citizens.