Your Journey - "One Life - Many Journeys"

In life, we have many journeys. An Individual journey, the journey with your Loved ones, your Family & Friends, your Work & Career and just as importantly, your Financial Journey. Our philosophy at Lefke Securities is a simple one. We work with our Clients in a close partnership, in order to help, support and guide them on an ongoing basis. We do this by providing 'Reliable, Dependable, Quality Advice'.

What is important to you?

We ask the question 'What is really important to you?' We give you the time it takes to understand your current situation, your goals & objectives and your ultimate dreams for your future. That way, your financial plan, your financial roadmap, will reflect your wishes and it will help you achieve those goals.

Earlier on in your Life's journey, your goal may be to protect your assets and your Family, in the event of death or disability.

Your Life's journey later on, may require that you accumulate more assets and consolidate them in the right financial structures, in order to grow them in a most tax effective environment.

In preparing for retirement, your goal may be to reduce your hours of work, start travelling & exploring the World we live in, spend time with loved ones and start accessing your Super Savings.

At retirement, your goals may be to invest your life savings securely, generate regular steady 'tax free' income and maximise your Centrelink entitlements.

Putting in place a robust Estate Planning strategy, in order to ensure your assets go to your loved ones, could also be one of your goals, at this stage of life.

You will find us working with you, in a close partnership at each stage of your Life's journey. Providing you with that all important, 'Reliable, Dependable, Quality Advice'.