Our expertise, experience and resources allow us to provide an extremely high level of personal service that is simply not possible at a large institution. You are not a number, listing in a phone book or a file to us you are a valued client. We can truly provide you with holistic service; we do not just provide investment advice, we are no interest in super commissions. We provide active advice in all areas that affect your financial security: insurance, wealth creation, superannuation, retirement planning, Centrelink advice, property advice, key life events and portfolio administration. Our services extend to finance and home loans, accounting, tax planning, legal advice, conveyancing, aged accommodation advice, wills and estate planning.
Many financial planners and small planning firms fall under the license of a large institution like a bank. What they recommend and advise on is tightly controlled by their licensee. Smaller firms with their on AFSL are not bound by the sales targets and product restrictions of large institutions, therefore self licensed firms such as Security National can be much more flexible in what we can offer you and recommend. We provide you with a strategy not a product.
Our focus is you, we want to establish long term relationships with like minded individuals, couples and families that become mutually positive and productive but above all provide you confidence and security. If you are looking for advice tailored to your own needs, with easy to understand fees coupled with personal service MasterMoney is for you. Become a part of our client family and add value to your bottom line.
Get in touch with your strategy and portfolio with regular communication, meetings and conversations. Learn more about investing and regulation.
Don’t go to ‘free’ seminars making big promises where the only beneficiary is the host. Get one on one real service. Everything explained in plain English with easy to understand documents. Get advice relevant for you.
Whether its SMSF advice or a simple income protection insurance question, geographical location should not be a barrier to choosing an investment professional, call for a simple chat to see if we can work together.
Call to have a personalised planning session one on one, no obligation.
Take control of your financial future, plan for security with Michael Ibbotson and MasterMoney services. Contact Michael on 03 9510 5400 or email mibbotson@secnat.com.au to find out how you can efficiently and easily master your money.
