We are passionate about providing our clients with the peace of mind to live the lives they want to lead, to build wealth, to form households, to purchase property – all with the certainty of a solid financial foundation in place.
OUR NAME IS TAKEN FROM THE LATIN WORD FOR SECURITY
and we are passionate about providing financial security to our clients. Our mission is to provide affordable financial protection to all Australians with tailored, best practice financial advice.
WE HAVE ACCESS TO AN EXTENSIVE PANEL OF INSURANCE PROVIDERS
(offering life, disability and income protection coverage) and know exactly which provider is best for your unique employment and health situation. We can also assess the tax impact and have access to payment options which can reduce the impact on your take home pay.
WE ALSO LOVE TO DEMYSTIFY SUPERANNUATION
– assisting to consolidate super funds and also to reduce super fund fees wherever possible- to make the most of what is often one of our biggest assets.
YOU CAN MEET WITH OUR SKILLED, EXPERIENCED FINANCIAL ADVISERS
either at our Perth head office or through our innovative, digital, ‘remote meetings’ (servicing all of Western Australia and any part of Australia).
Protection, Peace of Mind, Security…Securitas Protect.
Vision
Through exceptional client experiences and expert tailored solutions, we aim to be Australia’s leading, independent provider of Personal Insurance and Superannuation advice.
Mission
We provide expert advice in personal insurance and superannuation, to the people of Australia, so they can sleep better knowing that their families are protected financially, against the unexpected.
Our Difference
There is no room for jargon when you work with a Securitas Protect Financial Adviser in Perth. Our advice is tailor-fit to your needs, preferences and goals, and is explained to you in a manner that is easy to understand and follow.