Wealth Management
Wealth Management incorporates financial planning and investment portfolio management. Shaw and Partners will look after all your financial affairs, simplifying the management of your money by harmonising all aspects of your plan to meet your wealth-building goals and maximise your financial outcomes.
Financial Planning
Shaw and Partners’ experienced Financial Planners and Investment Advisers will develop a comprehensive strategy for protecting and growing your wealth. Whether you are looking to preserve or grow your capital or to generate additional income, we will create a holistic and integrated solution.
Risk
Planning
Shaw and Partners’ Financial Planners will develop tailored strategies to preserve your wealth and manage risk. We will determine the amount of cover you need to protect yourself and your family in the event of illness, injury or death and structure your risk insurance so it is both tax effective and financially sound.
Retirement Planning
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.
Self Managed Superannuation Funds
Self Managed Superannuation Funds (SMSFs) are gaining popularity because they give investors direct control over their retirement savings. Shaw and Partners’ Financial Planners work with a team of experts to advise on all aspects of establishing and running an SMSF, including determining the appropriate investment strategy for your fund.
Retail
Super Fund
Shaw and Partners’ retail super service offers clients a single point of access to a wide range of ASX-listed securities and managed funds. You can also choose from a panel of term deposit providers to build your portfolio.
Careful Estate Planning ensures that the wealth you have built up over your lifetime is protected and distributed exactly how you wish, providing for the future needs of your loved ones.
Estate
Planning
Debt Management
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.
Investment Strategy Development
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
Portfolio Optimisation enables you to aim for the highest return you can achieve, commensurate with the degree of risk you can tolerate. Our Financial Planners will ensure that your resources are appropriately allocated to asset classes.
Education Funding
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.
Portfolio
Service
The Portfolio Service provides complete, accurate and timely investment portfolio information and via its administrative capabilities, allows you and your Adviser to manage your investments more effectively.