Testimonial 1

Testimony Inheritance Financial Planning CanberrraI came to see Shield Wealth when I received an inheritance payment. They were very caring about my loss and really wanted to help me clarify what it was that I wanted, rather than just giving me a plan to follow. I dealt with a couple of different members of the team and found all of them to be polite and efficient. I wasn’t really ready to deal with all the things I had to deal with, but they gently guided me through the minefield that can be finance and were patient with me when I wasn’t responding to them straight away. In the end everything got sorted and I am more than happy that they are overseeing my finances and keeping me up to date with what’s going on.