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About Us
Cutting through financial complexity with honesty.
For too long Australians have endured financial advice that is full of jargon and hidden fees. We think Australians deserve better! In 2015 we started Secured Wealth with a single purpose to provide practical, honest and caring advice without complexity. We believe that value is not measured by a product but by measurable changes in your life.
Let’s also have a bit fun along the way.
Financial Planning
How do we get ahead?
We are asked this question every day. You may know it as financial freedom or independence, it’s that idea that you can step away and do what you want without being bridled with financial commitments.
We know the greater the risk the higher the return is not always the way. We will tailor your investment strategy to align with your tolerance to volatility and your investment timeframe.
Life Insurance
Protecting your lifestyle and family is our top priority
You wouldn’t build a house without a foundation or set sail without a life jacket, so it stands to reason there is no such thing as having a solid financial plan without considering your insurance needs.
You earn a big income but what if that suddenly stops?
How does your partner manage the mortgage, care for the kids and go to work if you suddenly die?
Using Insurance, we’ll show you how to keep your family financially on track even if life takes a sharp
turn or you die unexpectedly.