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Phone :
02 8021 5805Address :
202/40 Yeo St, Neutral Bay NSW 2089, AustraliaEmail :
Click to Email© 2023, Secured Wealth
WELCOME TO Secured Wealth
Meet The Team
People
Who created our brand
SAM KITCHEN
“Today we sold our business and are moving to a vineyard in Mudgee. Thanks so much Sam”… I still remember the words of the client when after they had worked so hard and now they were able to live out their dreams. Being part of that is what drives me.
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
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
Having worked in corporations like NAB and Tyndall for many years, I just love the freedom of working with clients and helping them achieve their personal and financial goals. On a daily basis, my role is to ensure that we are giving the best advice and that it is implemented. In that way I often talk to clients around the world or across town in Sydney. It’s never boring.
On weekends you can find me relaxing with friends and family at the beach.
Contact Liesl directly via email on liesl@securedwealth.com.au
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
Having to choose between getting the medical treatment you need and providing for your family is a position no one wants to be in, having to deal with Insurers when all you can think about is trying to get better, or wondering what will happen if life suddenly takes a different turn are all reasons why I focus my time on protecting our clients with Insurance that is specific to their needs.
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
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
My driving passion and skill is to diagnose and solve your complex financial concerns – making the complicated simple and putting time back into your life for what really matters.
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
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
Krystal is the go to person for reviews at Secured Wealth. My focus is to work together with our clients and insurance companies, as well as following up with investment managers. My previous roles in customer service have helped shape my desire for building and maintaining relationships with clients and partner companies. Outside of work, I love spending quality time with my young family, exploring culinary delights with friends, and embarking on enriching travel experiences.
Contact Krystal directly via email on krystal@securedwealth.com.au
Contact Krystal directly via email on krystal@securedwealth.com.au
Judd Clark
My focus as a financial advisor is assisting clients in achieving their lifestyle and financial aspirations while helping them navigate the challenges they face.
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
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
Excellent
Based on 39 reviews
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
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)
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
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
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
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
2021-09-12
Most professional and integerity driven company out there!
Bryce Fleming
2021-09-10
Most professional and trustworthy people you will ever meet.
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!