Service, Advice, Peace of Mind, Education & Security
Security National Financial Services is a self-licensed family owned boutique advice house providing bespoke financial solutions to individuals, families and small businesses since 1981. We provide a tailored, comprehensive advisory service to build, manage and protect your wealth.
Our aim is to become your Chef Financial Officer. A team you can rely on to assist you to achieve your goals.
You come first. Our value proposition is to provide peace of mind and confidence. We achieve this through a highly personalised service proposition with flexible fee structures.
Our Services. The services we specialise in across the group include wealth accumulation strategies, estate planning, superannuation advice, self-managed super fund administration, social security advice, insurance advice, ongoing portfolio construction and investment advice. We can also provide finance and home loans via our in-house mortgage consultant and property consulting. In addition our accounting team can look after all your accounting needs from personal tax returns to small business management.
Three main entities form the Security National group: Security National Financial, Security National Investors and Bond Street Real Estate (Property Advocates).
Security National Financial provides strategic financial advice. We listen to your needs, identify your objectives and deliver best interest strategies. Financial planning is about a strong ongoing relationship working closely together to achieve your life goals. We see ourselves as the centre point of your advice world which will include advice from a mix of strategic experts, risk experts, finance professionals, investments advisers, accountants and lawyers. We draw all of these skills together to organise your life and implement your ongoing financial strategy.
Security National Investors provides portfolio construction and investment advice once your risk profile and asset allocation has been determined. SNI’s highly experienced investment committee meets monthly to formulate a market and economic view. We take a position and pass on our expertise to you actively managing your portfolio. We prefer life-long relationships not single transactions.
Bond Street Real Estate is a division of our group that provides real estate advice to the clients of Security National Financial whether it be selling, buying or moving into aged care. Many people are time poor, cannot manage a sales campaign due to health or simply do not understand the pitfalls of the industry. We are here to help.
Preferred Client: someone who wants to work with us, motived to achieve goals and values advice. Advice is not about how much you have to invest.