Who we are
Established in 1980, the Shakespeare Financial Group has developed into one of the leading financial services firms in Western Australia. Our team comprises over 50 professional staff suitably qualified and skilled to assist you in all of your financial needs. We are members of the Institute of Chartered Accountants Australia and are registered agents for the Australian Tax Office (ATO) and the Australian Securities and Investments Commission (ASIC).
In addition we are licensed to provide Financial Planning and Investment Advice, furthermore as Credit Representatives of Finconnect, you can be confident in trusting your lending needs to our specialist team.
An holistic approach to your financial needs – Total Financial Solutions
As a progressive firm, we operate a fully integrated business that takes a holistic approach to your financial needs in the areas of Accounting, Tax, Business Services, Audit, Financial Planning, Lending and Risk (Insurance). We support all our clients with uncompromising personal service and a strong commitment to addressing your needs. We are entrepreneurial in our approach, sharing your own vision and values.
Somewhat uniquely, The Shakespeare Financial Group offers a Total Financial Solution to our clients, we make it a priority to provide relevant, objective and easy to understand advice on all aspects of their financial goals. It means not only taking care of our client’s accounting and taxation needs, it’s also about making sure all of their personal and business financial affairs are looked after in a holistic and integrated manner.
Adding value and improving the overall financial well being of our clients is the corner stone of our approach.
Committed to preserving and enhancing the success and financial well-being of every client
We help our clients achieve the best possible outcomes from both a financial and taxation point of view. We act as our clients most Trusted Adviser, keeping their best interests in mind at all times.
Call our team today on 08 9321 2111 to arrange an introductory consultation at no cost or obligation to you.