ABOUT US

“Experienced team of financial services professionals who engage with you to identify your financial goals and objectives and work in partnership with you to provide guidance and solutions to secure you a better financial outcome.”

 

InterPrac Securities is part of the ASX listed Sequoia Financial Group, a financial services company which is well placed to provide a range of services.

 

We believe it is vital that you plan for your financial future and we are here to help

 

Seeking the right advice is the first step.

 

Our staff always put your interest as the paramount driver in formulating any advice which we give and ensure that you understand and comprehend the strategies we recommend before proceeding with the implementation of any plan.

 

Superannuation rules are complicated and investment markets are increasingly challenging and complex.

 

Without the right guidance it is sometimes difficult to make smart choices.

 

We make no apology for engaging in an intensive and, yes, sometimes time-consuming journey as it is imperative for the team to clearly understand what it is you are wishing to achieve During our initial meeting, our team need to gain a clear picture, including:

  • Your attitude to risk – are you comfortable riding out market volatility or are you seeking safety first?

  • What is your investment time frame?

  • What are your personal insurance needs – what solutions do we need to consider

  • What income do you believe you will need in retirement –

    • Are you on track?

    • Do we need to take any further action?

  • Do we need to consider budget review?

 

Our team provides advice on all the important areas in constructing a sound and sustainable financial plan that is built around your financial goals and objectives.

 

Being product agnostic, our Advisers have access to a large array of quality investment options and personal insurance solutions.  These choices are supported by quality research provided by non-related and industry recognized companies. 

 

Our services include:

  • Superannuation

  • Investment

  • Insurance

    • Life

    • TPD

    • Income Protection

    • Trauma (Recovery)

  • SMSF

SMSF Engine

SMSF Engine aims to provide a comprehensive SMSF administration service for accountants and financial planners. After forming the business in 2012 they have offered a comprehensive range of flexible administration packages. Their advisers have the ability to outsource non-core work with the confidence that they remain in control of their clients.

 

LIKE TO KNOW MORE?

 

Click the link to contact us and we will be in touch to set up an initial appointment.