Financial Planning

We offer a comprehensive, ongoing service which provides tailored strategies to protect, manage and grow your wealth. We will work with you to understand your current goals, objectives and financial situation.

Our service covers a wide range of areas including superannuation, retirement, estate planning, risk insurance and investment advice, so we can create a holistic and integrated solution for you. We meet with clients at least yearly to review your situation and investments and peer into the future taking into account any changes in legislation or financial markets.

Estate Planning

We work closely with solicitors if required to implement your estate plan and simplify the process to avoid any unintended complications both now and in the future.

An estate plan includes Wills, powers of attorney and business succession documents which outline how you want your assets to be distributed in the event of death and set 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 now, so that you maintain control over financial outcomes in future.

Investment Advice

We can diversify your portfolio across different asset classes and risk levels and choose the best fund managers to build your wealth. In most cases, we can easily alter your investments if your needs change over time.

We will develop an investment strategy that takes into account your personal circumstances, specifically addressing your financial goals and identifying the most appropriate assets to achieve goals with as little risk as possible.

Risk Planning

We will assess the risks you need to protect yourself against. We will identify if you are not adequately protected in case of death, permanent and temporary disability or trauma. We can review any existing policies you may hold both personally or through your superannuation fund and provide advice on the most effective solutions for your circumstances. This can mean reducing or cancelling any cover if you are overinsured.

Superannuation

For most Australians, besides the family home, superannuation is their biggest asset and their main source of retirement income. Shaw Financial Planning unravels the constant superannuation legislation changes and will simplify your retirement plan to ensure you can generate enough income to meet your needs in retirement.