Bringing Families together since 1981

 

Security National Financial are your Strategic Financial Planners, we are at the pinnacle of the Private Wealth Management industry providing strategic financial planning advice.

 

Established in 1981 and self licenced since 1991 Security National Financial is a family owned Australian company that has a unique blend of highly educated youth and experience.

Security National Financial is a Boutique Advice House able to look after all your financial and risk management needs. We are privately owned and operate under our own Australian Financial and Credit License no. 244565.

We offer strategic advice in the following areas:

Superannuation and Retirement Planning

Superannuation remains one of the most tax-effective ways to build wealth to fund your lifestyle in retirement.  Our advisers can provide you with personalised advice in this complex and constantly changing area.  We can assist with:

• contribution strategies to maximise your retirement benefits
• advice on the most suitable fund for your circumstances including Self-Managed Superannuation Funds and private personal superannuation accounts.
• implementing superannuation pension to maximise the longevity of your capital.

Wealth Accumulation and Asset Protection

We can develop strategies to maximise and preserve your wealth through the use of asset allocation, regular savings plans, cash flow management and geared strategies.

Personal Insurance

Protecting your accumulated wealth and future income is of paramount importance.  We can assist to implement strategies to ensure you have the appropriate structures and insurance in place to minimise risk and to protect your family and business.

Accounting and SMSF

Through our preferred accounting relationships we can recommend personal, small business and self-managed super solutions.

Estate Planning – Cross Generational Advice

Estate Planning is sometimes the most important component of an effective wealth management strategy.  We are in a period of history where there is a large transfer of wealth in the form of property and superannuation benefits. Your needs maybe simple or complex, we have been assisting families to put in place practical and legal structures. In the modern age blended families, large inheritances or cross boarder circumstances requires particular experience, articulation and advice. We have extensive experience managing investments within testamentary trusts, charitable trusts and in many cases we simply work with your beneficiaries to ensure they manage their inheritance wisely. Working with your solicitor, we can assist in developing estate planning strategies to ensure your assets are transferred in the most tax-effective and efficient manner to your beneficiaries.

Finance & Lending

We are able to assess your lending needs, determine your borrowing capacity and arrange finance for residential home loans, refinancing existing loans, vehicle finance and borrowing for investment property or risk asset diversification. We have our own credit license managed by experienced lending consultants.

Cash Flow and Debt Management

Managing your cash flow and debt profile are two key factors to a successful wealth management strategy.  We can assist you in developing tax-effective strategies and provide financial modelling to help you meet your short, medium and long term financial objectives.