FINANCIAL ADVICE THAT
BENEFITS YOU FOR LIFE

Whether you’re thinking about the present or the future, arranging your finances is always a good idea, and it’s simply never too late to seek professional advice.

At Shakespeare, we are licensed to provide Financial Planning and Investment Advice, and when you come on board as a client, you can be confident in trusting your financial requirements to our qualified team.

As a valued client, our highly specialised financial advisors and planners in Perth work closely to provide you with advice specific to your financial needs, to help guide you on a successful and prosperous future.

At Shakespeare, we choose to provide our clients with a more personalised, holistic approach to their financial needs. By operating as a fully integrated business, our financial services firm in West Perth can offer a tailored solution, combining or limiting each of our key services, depending on your personal or business requirements. See our range of leading financial services below or contact our West Perth office today on 08 9321 2111 to arrange an introductory consultation at no cost or obligation to you.

RETIREMENT PLANNING

Retirement planning is the difference between creating your own financial future and just allowing it to happen. It’s about identifying your financial goals and objectives and then developing a plan for the future.

INVESTMENT ADVICE

Investing is not about making a quick buck. It’s the creation and application of a sound and appropriate strategy to maximise the likelihood of generating a positive return, while taking account of all the inherent risks

INSURANCE

No one knows exactly what life has in store for them. It’s reassuring to know, that as you’re working, by putting a little aside, you and your family can continue to live comfortably while your wealth grows.

SUPERANNUATION

No matter what stage you are in your working life, now is a great time to think about getting your financial affairs in order. A key part of that is ensuring that you have strategies in place to give you the lifestyle you want in retirement.

get in touch

To get in touch with us today, simply use the contact form below and our team will get back to you as soon as possible.