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Securinvest

5.0(2 reviews)See reviews ↓·Albury

About the company

Securinvest is a superannuation and investment firm based in Albury. Craig Thwaites is Director and CEO. Simon Eccles is Director of Business Advisory & Taxation and has over 25 years working in and running integrated financial services businesses. Matt Dunstone is a Director and Financial Adviser, and a former school teacher. Scott Mitton is a Director and Financial Adviser. Barry McGee is Advisory Board Chair and provides independence as an external board chair.

Securinvest offers financial advice, accounting, mortgage expertise, and aged care planning under one roof. It provides financial advice covering wealth, superannuation, retirement, and estate planning. It offers business advisory and tax services including accounting, tax structuring, CFO-level support, and EOFY planning. It provides mortgage and lending services for home loans, investment property, SMSF lending, and business finance. It offers aged care advice on RAD, DAP, and means-testing.

What customers say

Based on genuine customer reviews

Securinvest operates in Albury as a mortgage broker and superannuation consultant, working within the superannuation and investment category to assist clients with home lending and retirement savings. The practice at 508 Swift St combines mortgage broking with superannuation consulting, allowing clients to address property finance alongside longer-term investment planning through a single firm.

Weekday appointments run from 08:30 to 17:00, with the office closed on Saturdays and Sundays. The dual focus means enquiries can cover both borrowing for property and the management of superannuation balances, a pairing that suits clients weighing up how a mortgage fits with their retirement strategy. The business is listed under both mortgage broking and superannuation consulting, reflecting that breadth of service across the Albury district.

Mortgage brokerSuperannuation Consultant

Reviews

Reviews are taken from publicly available sources.

RF
Rhonda Franks28 January 2022
张
张同华19 December 2018

Superannuation & investment in Albury compared

Ordered by rating, weighted by the number of reviews — businesses with only a handful of reviews do not jump to the top automatically. 3 businesses in this category in Albury are compared.

RankProviderRatingReviewsOpen Sat.
1Hillross Albury★ 5,03No
2Securinvest (this page)★ 5,02No
3Bridges Financial Services★ 3,02No
Contact
+61260413711sifs.com.au508 Swift St, Albury NSW 2640
Working hours
Monday08:30–17:00
Tuesday08:30–17:00
Wednesday08:30–17:00
Thursday08:30–17:00
Friday08:30–17:00
SaturdayClosed
SundayClosed