Neutral Bay: 02 8021 5805 / Mona Vale: 02 8407 9351

Looking after you and your dollars

Honest. Fun. Caring.

Financial Advice

Want to escape the cubical, perhaps buy a house for the kids or take a year off writing a book?
Our careful approach and no commission advice will mean that we will get you there as soon as possible.

We ♥ Life Insurance

Boring to some, thrilling for us. There is a stack of Policy Disclosure Documents by our bedside trying to find you the best possible deal and cover. We read the fine print so you don’t have to, we’re good like that.

Need to make a Claim?

Sometimes you need a little help from your friends. Insurance is about the claim. Dealing with a call centre is about as much fun as well…. dealing with a call centre. We will come to you, fill out the wad of forms and communicate directly with the insurer.

What our clients are saying?

I saw an advisor 3 years ago. I paid $800 dollars, he wrote a plan and didn’t do a single thing. I did not act on the advice. Here you go and bye. With money it takes consistency to get results. I like having an advisor remind me of my goals.

Kellie S

Writer, Living abroad

Secured Wealth have made my life easier. They are professionally and efficient and show great Integrity. Sam has helped me better understand my financial options and choices. Sam is extremely patient and super friendly and his personal care and attention is what made the difference for me, between his service and that of a bigger financial institution.

Kerrie O

Project Manager , Sydney


Meet Sam & Luke

Secured Wealth ABN: 30 611 118 159 ASIC Authorised Representative No. 1245451. Authorised Representative of Securitor Financial Group Ltd. ABN 48 009 189 495. AFSL 240687