Overview of Client Tools

Security National offers various tools to help you easily keep track of investments and your future. If you need to talk to an adviser, please fill out the Security National 'Contact Your Adviser" form, and your adviser will be in touch as soon as possible.

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Contact Your Adviser

Investment Newsletter

Our Financial Planning Advice Process

We offer our clients a personalised advice service designed to assist clients with their financial success. Our advice process is structured to make seeking advice straight forward and transparent. The service will include the following process.

Financial Planning Phase:

Your first meeting with us is used to determine what is of central importance to you. It is also structured to show you how we are able to help you. We achieve this by:

• Examining why you have come to see us
• Talking through your financial dissatisfactions
• Determining your financial objectives
• Gathering information and analysing this information before providing advice

This meeting usually takes an hour to an hour and a half. When you appoint us to provide advice we will:

• Develop a plan to help you achieve your goals
• Present our recommendations to you
• Provide you with a written Statement of Advice

It is crucial that you comprehend and are comfortable with our recommendations before proceeding to execute our advice.

Implementation Phase:

To perform the recommendations in the Statement of Advice we will:

• List appropriate actions needed to proceed.
• Establish a time line for implementing the actions.
• Assist you in completing the paperwork.
• Handle the submission of applications and proposals.
• Liaise with Fund Managers and life companies.
• Confirm that the implementation has been successfully completed.

Wealth Management Phase:

We advise that you frequently review your implemented plan to guarantee it continues to meet your financial goals and objectives. This forms part of the ongoing services we can provide including:

• Regular planning meetings
• Ongoing advice
• Portfolio valuation and review
• Client newsletter
• Invitations to seminars

Result

While the financial planning process may differ slightly from one adviser to another, the result should not. And that is to achieve your financial success and security.

Security National Finance Calculators

Security National finance calculators, to help you with your financial future.

Savings Plan Calculator This calculator can help you determine how much you can save over time or how much you need to save per month to reach your goals. Click here to access	Capital Requirement Calculator This calculator will help you determine the total amount of lump sum money you need to stop work and live comfortably during retirement. Click here to access
Education Calculator This calculator will help you determine the cost of educating your children and how much you need to save for their education. Click here to access	Cash Requirement Calculator This calculator will help you determine how much cash you would need to cover your debts and to provide your family with income in the event of your illness or death. Click here to access
SuperSeeker Calculator SuperSeeker is a tool that will look for your lost super in real time and instantly provide you with possible matches. Click here to access

Disclaimer:

"You are now entering a website managed by ING Australia Limited (60 000 000 779) and its subsidiaries. ING and its subsidiaries do not warrant the accuracy of the contents or the results generated by the website and you must always seek your own financial advice and read the Product Disclosure Statement for the relevant financial before making any investment decision. Information provided or results derived from the ING website are for information purposes only and are not intended to be personal advice. ING does guarantee the performance of any product or protect any capital invested"

Security National Useful Links

Australian Securities Exchange	Financial Planning Association	Mortgage & Finance Association of Australia
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Australian Taxation Office	The Age	Australian Securities & Investment Commission
The Financial Review	Trading Room	ING Direct
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