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Welcome to Shaw Financial Planning

Helping you retire with confidence and plan a secure future.

Shaw Financial Planning is a specialised financial planning business providing customised retirement strategies to everyday Australians. We tailor our solutions based on individual needs and circumstances to ensure our clients can protect their assets and generate sufficient income to meet their needs.

Shaw Financial Planning prides itself on providing a highly personalised client-adviser relationship. With over 30 years of experience in the financial services industry, we understand the complexities of managing investments and retirement funds.

We keep things as simple as can be for you, to achieve the best possible outcome, whilst taking as little risk as possible. We will work with you to understand what really matters to you and create a tailored plan that helps you manage, grow and protect your investments in a safe and secure way.

Our Services

We offer tailored financial advice to help you achieve your goals with confidence. Explore our range of services designed to simplify and secure your financial future.

Financial Planning

We provide tailored strategies to protect, manage, and grow your wealth through a holistic approach, with annual reviews to adapt to changing goals, legislation, and markets.

Investment Advice

We create a tailored investment strategy that balances risk and return by diversifying across asset classes and selecting top fund managers.

Superannuation

We simplify superannuation and retirement planning by navigating legislative changes to help you maximise your savings and secure a stable income for retirement.

Estate Planning

We help you establish a clear estate plan, working with solicitors if needed to ensure your assets are distributed as intended and your future care is secured.

Explore All Services

Testimonials

At Shaw Financial Planning, our clients' trust and satisfaction are at the heart of everything we do. Here's what some of our valued clients have to say about their experience working with us.

5

"Andrew has been a great support in helping me to manage my retirement funds. He always takes the time to explain everything clearly when I don't understand, so I really feel included in the conversatoin. His personalised advice for me has helped me to grow my superfund and develop a comfortable lifestyle. I'm really thankful for how professional he is, as well as his patience and genuine care for my financial well-being."

Margaret S

February 21, 2025

5

"We’ve trusted Andrew with our financial planning for years, and he’s been really valuable in helping us transition into our retirement smoothly. His expert advice has ensured that our super and investments are structured to support our life while also securing the future we want. Andrew is always available to answer our questions and provide reassurance, making stressful decisions so much easier. We couldn’t be happier with his services!"

David and Erica B

March 3, 2025

5

"Andrew’s advice has really been a game-changer for my retirement. He is incredibly knowledgeable, approachable, and always takes the time to understand my personal financial goals, no matter how many times I call him. Thanks to his strategic planning, I feel confident that my investments will support me for years to come. His attention to detail make him an outstanding financial planner, and I highly recommend him to anyone looking for expert guidance. Solid bloke too!"

John P

February 27, 2025