Financial planning

Financial planning is the process of meeting your life goals through the proper management of your finances. Your financial independence and future quality of life are vital issues that should not be left to chance. Read More

Investment Advice

It doesn’t matter whether you are well established or at the beginning of your financial planning journey. At Shield Wealth we can provide advice each step of the way depending on your immediate and ongoing needs and goals. Read More

Taxation advice

To provide our clients with a complete review of their financial position an important facet is to consider their overall tax position. For example, what is the impact on a sale of an investment? Is the client’s current tax structure suitable for their needs? Read More

Self managed superannuation

Self Managed Superannuation Funds (SMSFs) are becoming more common – here are some of the most frequently asked questions and answers about this investment strategy. Read More

Wealth Protection

We take some of the best things in life for granted. The ability to generate an income can be one of them? So how would you feel if it was lost or taken away? Read More