advice and clarity for every chapter...
FinSec Partners Pty Ltd is a distinguished financial advisory and wealth management firm committed to providing exceptional service and building lasting client relationships. With a rich history spanning over three decades, FinSec Partners focuses on helping clients understand money and providing advice and clarity for every chapter of their financial lives. They are dedicated to building, protecting, and distributing their clients' wealth with a client-centric approach.
Located in Wayville, SA, at Level 1, 10 Greenhill Road, FinSec Partners offers a range of advisory services tailored to meet the unique needs of each client. The firm is particularly renowned for its expertise in self-managed super funds, investment management, and UK pension transfers to Australia. FinSec Partners operates with a governance structure overseen by a formal board, ensuring accountability and adherence to stakeholder obligations.
FinSec Partners understands the intimate and complex nature of financial matters. The firm’s approach is rooted in education and transparency, ensuring clients make informed decisions with their money. FinSec Partners continues to uphold a foundation of professionalism, empathy, candour, and accessibility, building trust and fostering long-term partnerships. The information on FinSec Partners is being completed with the support of the company’s management.
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Compare FinSec Partners Pty Ltd with 3 companies in Financial-Services
| Comparison Field |
FinSec Partners Pty LtdMain Company |
FincareplanView Profile |
Hicks Capital Manage...View Profile |
WP Financial Planner...View Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2019 | 2011 | 1985 |
|
Company Size
|
— | 2-10 | 2-10 | 2-10 |
|
City
|
Wayville, SA | Perungudi, Tamil Nadu | Columbus, Ohio | Perth, WA |
|
Country
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United States | Australia | ||
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Skills & Keywords
Comparing with main company
|
18 Total Skills
Financial Advisory
Wealth Management
Self-Managed Super Funds
Investment Management
Retirement Planning
Financial Planning
Pension Transfers
Financial Advice for Medical Professionals
Self Managed Super Funds
Personal & Business Risk Analysis
Financial Advice for Business Owners & Professionals
Portfolio Management
Aged Care & Centrelink
Asset Consultants
Financial Advice for Professional Women
Business Succession Planning
Goals Based Financial Advice
Financial advice for UK migrants/ expats
|
10 Total
10 Unique
Unique Skills:
Asset Allocation
Debt funds
Debt or Bond Market
Equity Shares
Financial Management
Goal Based Investment
+4
|
19 Total
4 Common
15 Unique
Match
22%
Common Skills:
Financial Advisory
Financial Planning
Investment Management
Wealth Management
Unique Skills:
Asset Allocation
Asset Management
Business Tax Strategies
Capital Management
Charitable Planning
Estate Planning
+9
|
9 Total
1 Common
8 Unique
Match
6%
Common Skills:
Financial Planning
Unique Skills:
Aged Care
Cashflow Management
Debt Management
Estate Planning
Investments
Risk Management
+2
|
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