Are you time poor? Do you understand some regulation and have a vague idea of your investment wants but seek the full picture? MasterMoney is your answer. At Security National we help 100s of executives and professionals to reach their investment goals. We can navigate you through your investing career by partnering you every step of the way and providing a higher level of service that investors now demand. MasterMoney gives you control of your finances, it is our Platinum client service package.
Your Platinum services provide you with:
Access to two financial planners with over 40 years experience.
Your own dedicated Investor Care Consultant who can deal with all your transactional and reporting queries.
Access to live daily valuations of your portfolio.
Quarterly reporting.
Advice across your entire portfolio including superannuation, gearing, insurance, education savings plans, taxation advice and finance assistance.
MasterMoney comes with a competitive transparent fee structure putting you in control.