Wealth

Building wealth is a marathon, not a sprint. Discipline is the key ingredient.

- Dave Ramsey

The Securitas Wealth Approach

Securitas Investment Portfolios

Over a hundred years of combined investment experience.

Active Management

Analysing the client’s current situation, goals and objectives.

Independent Solutions

Licensed with all established platforms and companies.

Strategic Financial Planning

Short- and long-term planning, pre- and post-retirement planning.

Competitive Fees Structure

Customised fees in a competitive market.

Professionalism

Well-established, qualified and experienced team of advisors.

Portfolio Revision

Performance comparisons and reviews of the financial planning.

Weekly Market Overview

Weekly wealth newsletters to keep clients updated on the latest financial news.

Collective Investment Portfolios

Tax Free Savings Portfolio

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