Shakespeare Financial Services is a financial advisory house providing specialist Financial Planning advice on retirement planning, investment (wealth creation), Insurance, Estate Planning and Superannuation.
Our association with the Shakespeare Partners Group, which encompasses Shakespeare Partners – Chartered Accountants, Shakespeare Financial Services and Shakespeare Superannuation Services, means that we are best placed to provide you with an array of services that take a holistic approach to your financial needs. Established in 1980, our depth of expertise and breadth of financial services offering means that we are well positioned to ensure that your overall financial needs are met.
Financial planning is more than just investment returns, it’s the process of helping you create, protect and manage your wealth.
We understand that it can be a frustrating journey connecting with all the professionals who address your financial needs and aspirations. At Shakespeare Financial Services, we have made that journey simple. We have assembled all the financial professionals under one roof to address all your financial needs and help you navigate through your financial affairs safely.
By coordinating all the fields of expertise, you can feel comfortable knowing that you have an integrated team to give you peace of mind for your financial well-being.
We are committed to ensuring the privacy and security of your personal information.
To ensure you are on track to meeting your financial goals, request one of our Financial Health Checks. Call us now for an obligation free meeting.