At Shaw and Partners, we offer a comprehensive investment service that combines our Wealth Management and Financial Planning expertise to bring you tailored solutions to manage and grow your wealth.
Our qualified and experienced Financial Advisers and Investment Advisers will simplify the complexity of your financial situation by developing a comprehensive strategy for safeguarding and building your wealth. Our service covers a wide range of areas including superannuation, retirement and estate planning, risk insurance and investment advice, so we can create a holistic and integrated solution for every investor.
No two investors are the same. Shaw and Partners will develop an investment strategy that takes into account your personal circumstances, specifically addressing your financial goals and identifying the most appropriate assets for the returns you seek.
Portfolio Optimisation enables you to aim for the highest return you can achieve, commensurate with the degree of risk you can tolerate. Our financial advisers will ensure that your resources are appropriately allocated to asset classes.
Shaw and Partners offers individuals and their families bespoke investment solutions for funding their retirement and growing their superannuation savings. Our expert advice includes personalised solutions that consider all aspects of your retirement needs and aspirations.
Shaw and Partners offers individuals and their families bespoke investment solutions for funding their retirement and growing their superannuation savings. Our expert advice includes personalised solutions that consider all aspects of your retirement needs and aspirations.
Shaw and Partners can assist with the establishment and management of an SMSF and develop an effective investment plan to achieve greater wealth for your retirement. We will simplify the process for you and refer you to an expert team of accountants and solicitors who can help with all the necessary steps.
Retail super is an ideal lower-cost alternative to an SMSF that still offers you flexibility and control over your investments. By working in partnership with our Financial Planners and Investment Advisers, you can diversify your portfolio across different asset classes and risk levels and choose the best fund managers to build your wealth. You can easily alter your investments if your needs change over time.
For most people, superannuation is both their biggest asset outside the family home and their main source of income during retirement. Thus, it is important to get it right early on and to maximise your savings with effective financial planning and advice, which Shaw and Partners delivers.
Maximise your retirement savings to enjoy a more fulfilling and secure retirement.
Working with you, we will tailor an estate plan that reflects your wishes. Shaw and Partners’ Financial Planners will help you implement strategies now to preserve your estate and avoid complications after your death.
An estate plan includes your will, business succession planning and directions on how you want your assets to be shared. Shaw and Partners’ Financial Planners work in partnership with a team of specialist advisers who can assist with legal documentation, streamlining the process and ensuring the best after-tax outcomes.
Estate planning also includes planning and organising how you will be cared for, medically and financially, if you become unable to make your own decisions. It is important to make provision for this possibility now, so that you maintain control over financial outcomes in future.
Implement your estate plan today to avoid complications in the future.
Effective debt management is not just about the interest you pay. It's more about how your finances are structured to be tax effective and to complement your financial strategy. When used properly, debt can be a powerful tool for achieving your financial goals.
Shaw and Partners will assess all the risks you need to guard against. Our Financial Planners will identify if you are not adequately protected in case of death, permanent disability or trauma. If a potential insurance need is identified, or even if you are simply interested in a review of your existing insurance arrangements, you will be referred to an insurance specialist.
We have partnered with a number of external insurance specialists. They will provide quality advice on the most effective solutions for your circumstances, with the aim of optimising your cover and giving you peace of mind.
Their advice will also detail the most tax-effective ways of structuring your personal risk insurance, and will identify the most appropriate vehicle through which to obtain your coverage.
Funding your children’s education is essential given the high costs of schooling. Careful planning is required to ensure you have enough money to give your children the full array of educational opportunities; from primary through to tertiary.
Shaw and Partners will guide you to determine the resources you need and the best savings vehicle to meet your family’s goals.
