One of Australia’s preeminent investment and wealth management firms.
With a national presence and over $25 billion of assets under advice, Shaw and Partners offers the intimacy of a boutique investment firm, backed by the resources and scale of a major financial group, EFG International.
Candice and Felicity as a Holistic Wealth Advisory team at Shaw and Partners offer tailored advice and investment solutions, financial planning and corporate advisory services. We act for and on behalf of individuals, institutions, corporates and charities.
We are client focused, having helped our clients manage and grow their financial assets. Our emphasis on integrity has enabled us to achieve very high levels of client satisfaction, while unlocking opportunities of significant value.
Backed by fresh thinking, robust research and some of the nation’s best investment and wealth experts, our business has been designed to meet the growing needs of our clients.