Financial planning is not something most of us are in a hurry to do. At best it sounds a bit dull, at worst it means talking about the things we don't want to think about like disease, disability, and death. We understand that at Shire Financial Advice but we promise you that not only will our knowledge and friendliness make the planning process as pleasant as possible but that once you've got your tomorrows sorted you will enjoy your today's a whole lot more too. About Us Shire Financial Advice are your local, independent financial advisors caring for everything from investment advice in shares and property to wealth protection in the case of potential problems. We will help you take care of your business, make your money work harder for you, and not only plan your own future into the golden years, but plan beyond your own future to ensure that your loved ones are taken care of too. For a no obligation consultation with one of our accredited financial advisors, complete the form on this page, or call 02 8880 9228. |
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Our Services
Shire Financial Advice are a full-service financial advice team able to help you navigate even the most complex financial choices. A financial advisor will be equally at ease managing unexpected good luck and making those windfalls work for you, as we are in taking the sting out of life's nasty surprises by making sure that injury or trauma aren't made worse by financial difficulties or loss of earnings. We will help you lay down your nest egg so that the golden years don't lack for luster and we will help plan a legacy that goes long beyond your own life to ensure your assets and your values influence generations to come. The following are just a few of the services we offer but we are ready to answer any financial questions you have no matter the subject.
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InvestmentWe can help you invest your money so that it gives you the return you are looking for. That means a number of considerations – how soon do you need the return? How much are you hoping to get? How much can you afford to lose if going for a more high risk strategy? There are a lot of ways of investing and any number of approaches from short term high risk to long term low risk, and a mix of capital gains with income along the way. Talk to Shire Financial Advice about just what kind of investment would suit you best.
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Superannuation / SMSFThinking about your super fund? Confused about the SMSF that came into play in 2016? We can help you sort all of that. Let Shire Financial Advice explain the benefits of traditional super funds and the upside and responsibilities that go with a Self Managed Superannuation Fund. Call us now to calculate exactly what you're like to get with what you have already lined up, and what you'll need to add to that to be sure to have the life you want when you decide to retire.
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RetirementYou want your golden years to be truly golden and nobody wants to find themselves struggling to pay the bills after their working career is over. That means some fairly detailed calculations about what you're likely to face in bills and what you need to have as income to live the lifestyle you're picturing for yourself. The Age Pension is not going to do it all for you so it's time to take control of your own future and talk to Shire Financial Advice about what you're going to get and what you need to get to retire on your own terms.
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Estate PlanningEstate planning isn't for the rich. It's for everyone. Unless you really want someone else to decide what happens to your belongings, your wishes and who chooses guardians for your kids when you're gone, then you will want to get estate planning nailed down now. Talk to us about Wills, living Wills, and living trusts and how you can ensure your wealth and your legacy live on.
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Wealth ProtectionLife throws us some pretty nasty numbers sometimes but with a little financial planning in advance, with the help of a financial advisor, you can be sure that whatever problems come your way you won't be left struggling to pay the bills because of them.
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Business SolutionsRun or own a business? Excellent, now let's help make sure that it can be future proofed against financial loss because of changes like board members leaving or you wanting to leave it to your own family. A financial advisor can guide you through all the common pitfalls to maximise your profit potential.
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"Wills and estate planning are for old people. So I never thought about it. Until a friend put me on to Shire Financial Advice and I understood that if I really care for my kids I should also take care of them when I 'm not there in person to do it..” - Jonathan T. |
"We inherited a modest but useful some of money and talked to Shire Financial Advice about what we should do with it. The questions they asked us about what risk we felt was acceptable, what kind of return we hoped for, what we aimed to do with it, and what time frame we imagined it all happening in totally focused us and helped us do more than make an investment – it helped us get to grips with what we wanted from our lives.”- Josefina K. |
"I had always thought my super plus the Age Pension was all I needed. Talking to Shire Financial Advice made me start to realise that I had big ambitions for retirement and that with a little bit of advance planning I really could live the dream. Very happy they encouraged me to take that step and think seriously about the future.” - Simone L. |
Contact Us Today
Financial advice isn't just about understanding markets, legislation, and financial products (though it involves all of those), it is actually about understanding you. The best financial advice comes from knowing what you need, what you want, and what you dream about for yourself and the people you care for. We believe that passionately and the only way we can really know that information is from speaking to you. So give us a call at Shire Financial Advice now, or send us a question via the email form on this site. You'll be glad you did.