Shaw and Partners

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

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.

Estate Planning

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.

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.

Retirement

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.

Estate Planning

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.

Risk Planning

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

Types of insurance cover

Personal risk insurance provides you with peace of mind, but more importantly it helps minimise the financial impact on you, your family and your business if an illness, injury or other event prevents you from working.

Life Insurance

Life Insurance provides your beneficiaries with a set amount of money upon your death or upon diagnosis of a terminal illness.

Total and Permanent Disability Insurance

Total and Permanent Disability Insurance provides you with a lump sum if you lose your earning capacity as a result of illness or injury and are unable to work.

Critical Illness Insurance or Trauma Cover

Critical Illness Insurance or Trauma Cover, pays you a lump sum if you are diagnosed with a specified illness or injury such as cancer or a stroke.

Income Protection Insurance

Income Protection Insurance provides a benefit if you are unable to work due to illness and you are totally or partially disabled for longer than the agreed waiting period.

Key Person Business Insurance

Key Person Business Insurance is life insurance on a key employee, partner or owner on whom the business depends. The business is the beneficiary of the policy.

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