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Saxon Howard-Secombe

Financial Adviser

Invest Blue
Milton, QLD 4064

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About

Saxon Howard-Secombe is an ASIC-registered financial adviser based in Milton, Queensland. With a Graduate Diploma in Business (Financial Planning) from Queensland University of Technology (2023), Saxon is equipped with the knowledge and skills to provide comprehensive financial advice tailored to your individual needs. Saxon is authorized to provide advice on a broad range of financial products, ensuring a holistic approach to your financial well-being. Whether you're planning for retirement, seeking to grow your wealth, or protecting your family's future, Saxon can guide you with expert advice and personalized strategies. Key services include: • Superannuation advice • Insurance • Wealth management • Retirement planning • Investment advice Saxon is committed to building long-term relationships with clients, providing ongoing support and guidance to help them achieve their financial goals. Take the first step towards a secure financial future. Contact Saxon Howard-Secombe today to schedule a consultation.

Specialisations

Areas of Expertise

Investment Life Insurance Life Risk Insurance Securities Retirement Savings Accounts Government Debt Securities Retirement planning Superannuation advice Wealth accumulation Investment strategies Insurance solutions

Client Types

Personal Investors

Services

Superannuation Advice Insurance Wealth Management Retirement Planning
Languages: English

Licence & Registration Details

Verify credentials independently before engaging services

Australian Financial Services Licence

000232706

Verify on ASIC Register

Authorised Representative Number

001313240

Verify on MoneySmart Register

Frequently Asked Questions

What types of financial advice does Saxon Howard-Secombe offer?

Saxon provides advice on superannuation, insurance, wealth management, retirement planning, and investments. This includes advice on Investment Life Insurance, Life Risk Insurance, Securities, Retirement Savings Accounts, and Government Debt Securities.

What qualifications does Saxon Howard-Secombe have?

Saxon holds a Graduate Diploma in Business (Financial Planning) from Queensland University of Technology (2023).

What can I expect during my first meeting with Saxon?

During your initial consultation, Saxon will take the time to understand your current financial situation, your goals, and your risk tolerance. This information will be used to develop a personalized financial plan tailored to your specific needs.

How can wealth management advice from Saxon benefit me?

Saxon's wealth management advice can help you grow your assets, manage your investments, and plan for your financial future. This includes strategies for maximizing returns while minimizing risk, and ensuring your portfolio aligns with your long-term goals.

How does Saxon stay up-to-date with changes in the financial industry?

Saxon is committed to ongoing professional development to stay informed about the latest changes in legislation, regulations, and investment products. This ensures that you receive the most current and relevant advice possible.

Get in Touch

Contact Saxon directly for personalised advice.

Disclaimer: WealthWorks provides this directory for informational purposes only. We do not endorse any professional listed and recommend conducting your own due diligence before engaging any services. Always verify credentials and licenses through official registers.