ShawandFinancialPlanning

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.

 

Financial Planning

Our qualified and experienced Financial Planners 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.

 

Wide breadth of services
Shaw and Partners’ integrated approach to financial management means you can take advantage of a range of specialist products and services which can be combined to suit your requirements.

 

Careful planning is the key to establishing a strong financial position. 

Wealth Management
Financial Planning
Risk Planning
Retirement Planning
Self Managed Superannuation Funds
Retail Super Fund
Estate Planning
Debt Management
Investment Strategy Development
Portfolio Optimisation
Education Funding
Portfolio Service
ShawandRetirement

For most Australians, superannuation is both their biggest asset outside the family home and their main investment vehicle for providing an income during retirement.  Shaw and Partners is here to unravel superannuation complexities and simplify your retirement financial planning while maximising your wealth.

 

Superannuation advice

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.

 

Self-Managed Superannuation Funds
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 Funds
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.

 

 

Maximise your retirement savings to enjoy a more fulfilling and secure retirement.

ShawandEstate

Our Financial Planners work closely with accountants and other professional Advisers to implement your estate plan and simplify the process to avoid complications in the future.

 

Wealth Transfer

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.

ShawandRisk

Shaw and Partners’ Financial Planners work closely with a range of insurance specialists who will develop tailored strategies to protect your wealth and manage risk for you and your family – now and into the future.

 

Risk Planning

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. 

 

 

Risk planning and wealth protection are essential components of any financial plan.

Types of insurance cover
Life Insurance
Total and Permanent Disability Insurance
Critical Illness Insurance or Trauma Cover
Income Protection Insurance
Key Person Business Insurance

If you would like to speak to a Shaw and Partners Financial Planner, please arrange an obligation-free, initial consultation today.

 

 

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