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Phone :
02 8021 5805
Address :
202/40 Yeo St, Neutral Bay NSW 2089, Australia
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.

Who we are?

Excellent
Based on 39 reviews
Daniel Sciberras
Daniel Sciberras
2023-09-28
Judd Clark is truly outstanding. I’ve had a professional working relationship with Judd and Secured Wealth for some time now and I have to say I have not come across a team of their caliber before. I easily refer my clients after their property purchases to Judd and can rest easy knowing they’re in great hands! He’s managed to guide their financial future and also ensure they’ve got the right insurances in place.
Tim Henry
Tim Henry
2023-08-30
Highly recommend Sam and the team at Secured Wealth. Sam is always so obliging and helpful in talking any financial issues / queries through. He is always looking at ways to be helpful and I truly value our relationship.
Thomas Morison (Tom)
Thomas Morison (Tom)
2023-03-02
Chis Mallett is the Planner I engaged to provide me with advice. Chris was able to get an approval on a difficult application with unique circumstances. I believe that with persistence you can almost always get a result, and Chris has unbelievable persistence - which is why he achieves great results. I endorse Chris with the following characteristics: - Attention to detail. - Diligence. - Personable. - Understanding. - Strong work ethic. - + Many others. Please use Chris for your Financial Advice requirements.
Melissa Guy
Melissa Guy
2022-08-10
Highly recommended. Luke has advised on my insurance needs for many years now. Very professional team. I wouldn’t go anywhere else.
Jen P
Jen P
2022-04-08
Sam is awesome. Understands our goals and has helped us implement strategies that we wouldn’t have done on our own. He’s warm, friendly and we know he has our back!
Hugh Irving
Hugh Irving
2021-11-05
Chris did a wonderful job explaining the options to me, and he was very patient while we worked out the best solution for us. I would highly recommend Chris, who provides a friendly and personal approach to make such a big decision easy.
Bryce Fleming
Bryce Fleming
2021-09-12
Most professional and integerity driven company out there!
Bryce Fleming
Bryce Fleming
2021-09-10
Most professional and trustworthy people you will ever meet.
Florencia Tarelli
Florencia Tarelli
2021-07-30
Chris is a very talented financial advisor that provides objective advice in an approachable manner that is 100% aligned to our needs. We have worked with Chris for a number of years now and he has helped us reach our financial goals and widen our perspectives. THANK YOU Chris!

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.