Secure Wealth Advisers

We help you make the most of your finances. Whatever stage of life you’re in. We do this by considering your circumstances, helping you to set goals, and developing a financial plan to get you there. We can even do the leg work for you, giving you have more time to enjoy life. At Secure Wealth Advisers, we have the expertise, the experience and the resources to help you get wealth, grow it and keep it safe. Just as importantly, we can help you enjoy it. Because real wealth is about making the most of what you’ve got whatever stage of life you’re in. We know financial advice is as much about lifestyle and relationships, as money – that’s why we pride ourselves on providing long-term, holistic advice, with our clients calling on us for financial advice time and time again as their circumstances change over the years. Since we opened in 1998, Secure Wealth Advisers has become one of Sydney's leading providers of advice. We are part of RI Advice Group, formerly RetireInvest, one of Australia's largest and longest-established financial advisory groups. What We Do What we do We provide expert financial advice and reliable service to manage every aspect of your finances, at every stage of your life. We all want to make the most of this life. And while that means different things to different people, money always has a role to play. We have the expertise, the experience and the resources to help you: Start to invest – through mortgage and debt management, cash flow and investment strategies, income and budget planning, tax effective and government benefit friendly investments. Grow your investments – we look beyond cash, fixed interest, property and shares to develop sensible investment strategies that fit your life and the things you want to achieve. Protect your future - safeguard both your and your family’s financial future with appropriate insurance, estate planning and aged care financial advice. Plan for retirement - whether your money is in super, investments, a self-managed super fund (SMSF), or your family business we can show you how to plan for the retirement you want. Enjoy your money - our expert financial advisers can do the leg-work and the head-work for you. So you can get on with life, confident that the financial side of things is properly taken care of. With the right advice and a helping hand, you can find both the time and the money to create and grow real wealth – and much more easily than you may have thought possible.

Address: Level 4, Suite 414, 4 Columbia Court, BAULKHAM HILLS NSW 2153, Australia

Phone: +61 2 8850 5025
FAX: +61 2 8850 5095