Phone :
02 8021 5805Address :
202/40 Yeo St, Neutral Bay NSW 2089, AustraliaEmail :
Click to Email© 2023, Secured Wealth
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?
SAM KITCHEN
After spending many great years working in some of Australia’s top accounting firms, I got bored of making the rich get richer and wanted to create something that will change the lives of ordinary Australians.
I am part of a generation of financial professionals that believe that value is not measured by a product but by measurable changes in your life.
My free time is focussed on being a chef and taxi driver for my family. If I have any free time I enjoy lifesaving at Queenscliff and Toastmasters.
Sam has been awarded the AFA NSW award for Education in Financial Advice CPA (Financial Planning Specialist), Bachelor of Commerce, Bachelor of Arts, Graduate Diploma in Financial Planning.
Contact Sam directly via email on sam@securedwealth.com.au
- Email:sam@securedwealth.com.au
LIESL MASLEN
On weekends you can find me relaxing with friends and family at the beach.
Contact Liesl directly via email on liesl@securedwealth.com.au
LUKE POYNTER
When the call comes in with news of a claim I instantly know that the time the client and I spent together was worthwhile, I know that for this family everything will be OK.
I’ve worked for the major Insurance companies and started my career assessing claims on the same products I recommend and I understand those little words in the back of your 200 page PDS so you don’t have to. I’m not here to tell you how to invest money or how to spend it, you live the life you want to live and each year we are here to help adjust your cover to fit you.
As a lover of the outdoors after a day of meetings you will find me at the beach surfing, diving for lobsters or heading up the coast for a weekend away!
Contact Luke directly via email on luke@securedwealth.com.au
CHRIS MALLETT
In my years of experience working with a diverse portfolio of clients ranging from Mums and Dads to business owners, corporate executives and professional sportspeople; one thing that everyone has in common is the need for clarity and direction regardless of your life stage. This drives my goal to be integral in each of my clients lives and ensure that you are financially secure and protected, have a thorough understanding of your financial position and are clear on the steps required to reach your goals.
I am part of a new generation of financial professionals that believe value is not measured by a product but by measurable changes in your life. Developing a tailored strategy and working alongside you to achieve your goals is what’s paramount.
In my spare time you’ll find me with my young family or at the beach enjoying a surf.
Chris has a Bachelor of Commerce (Accountancy) and an Advanced Diploma in Financial Planning.
Contact Chris directly via email on chris@securedwealth.com.au
Krystal Resende
Contact Krystal directly via email on krystal@securedwealth.com.au
Judd Clark
Since becoming an adviser in 2020, I have assisted a wide range of clients from business owners to everyday Australian’s in making better money choices.
The advice areas I specialise in include wealth creation, wealth protection, cashflow management, debt management, superannuation (SMSFs) and other complex structures.
On weekends you can find me outdoors and spending time with family.
Judd holds a Bachelor of Business and Commerce, with majors in financial planning and finance.
Contact Judd directly via email on judd@securedwealth.com.au
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.