Secured Wealth Advice

Chis Mallett is the Planner I engaged to provide me with advice. Chris was able to get an approval on a difficult application with unique circumstances. I believe that with persistence you can almost always get a result, and Chris has unbelievable persistence - which is why he achieves great results. I endorse Chris with the following characteristics: - Attention to detail. - Diligence. - Personable. - Understanding. - Strong work ethic. - + Many others. Please use Chris for your Financial Advice requirements.
Feb 20th, 2023

Highly recommended. Luke has advised on my insurance needs for many years now. Very professional team. I wouldnt go anywhere else.
Sep 4th, 2022

Sam is awesome. Understands our goals and has helped us implement strategies that we wouldnt have done on our own. Hes warm, friendly and we know he has our back!
May 3rd, 2022

Chris did a wonderful job explaining the options to me, and he was very patient while we worked out the best solution for us. I would highly recommend Chris, who provides a friendly and personal approach to make such a big decision easy.
Apr 30th, 2022

Chris has been our financial planner for a few years now. He has been very attentive , professional and responsive to both my husband and myself. He takes great care to explain everything to us in detail and he is always keeping us abreast of things that might affect us and our options. Would highly recommend Chris to anyone.
Apr 13th, 2022