Wealth Management & Mortgage Broking Referral Service

We believe that like athletic success, financial success is achieved by using a coach.

Wealth Management is all about making sure that your current and long-term financial needs are met in the best possible way.

The team at Integrity may refer you on to our in-house financial planner, Denise Gibbons.  Denise is an Authorised Representative of SECURITOR Financial Group Ltd an Australian Financial Services Licensee holder (240687).  Denise will explore your current financial needs, discuss your financial goals and set a plan for attaining those goals.

We can also arrange a meeting with Retire Wealthy Mortgage Brokers who may assist you with setting up your home loan or review it to ensure that it fits the wealth plan designed for you.

Areas that Denise may address are:-

1. Financial Goal Setting
2. Savings and Budgeting
3. Investments
4. Income needs
5. Mortgage Review
6. Risk assessment & Insurance
7. Taxation Strategies
8. Retirement Planning
9. Estate Planning
10. Superannuation

It’s never too early or late to set your financial goals and work towards them.

DISCLAIMER:- Denise Gibbons is an authorised representative of SECURITOR Financial Group and provides financial planning services for superannuation, managed investments, personal risk insurance and shares. Retire Wealthy Mortgage Brokers provides services for mortgage origination and debt refinancing.

Your Adviser may offer you services through Financial Planning, Retire Wealthy Mortgage Brokers and Integrity Chartered Accountants & Business Advisors which are each separate businesses. 

Although the same Adviser may offer you services under the above businesses, each business is solely and separately responsible for the advice they each provide. In particular, SECURITOR is only responsible for the financial planning services for superannuation, managed investments, personal risk insurance and shares provided by your Adviser.

SECURITOR Financial Group Ltd ABN 48 009 189 495 Australian Financial Services Licensee 240687 L21, 345 Queen Street Brisbane QLD 4000