Money won’t buy happiness, but it can buy you freedom.
At Shire Financial Planning, we believe in helping you lay unshakeable financial groundwork so that you can live your most fulfilling life now, whilst still preparing for a better tomorrow. Whether you’re looking to effectively prepare for retirement, or ready to begin your journey to achieving financial freedom, our compassionate and highly qualified team is ready and available to support you through every step of the way.
let us help You Achieve Your Biggest Dreams
RETIREMENT planning
Feel confident in the future you have worked so hard for. Our team will guide you in laying the correct groundwork in order to make the most of your retirement.
Investment Planning
Identifying strong market trends and executing effective and impactful action plans is what we do best. We want to set your investments up to provide the maximum return in alignment with your goals and timelines.
Setting Up For Success
We help you set up the compex bits like share portfolios, savings plans, and budgets, so that you can rest easy knowing your future is in safe hands. Move forward knowing you have the tools to independently make responsible and positive financial decisions for your future.
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OUR MISSION
We believe that knowledge is power. It is our mission to provide you the tools to succeed during your time with us and beyond by helping you engage the most effective financial practices suited to your biggest goals and dreams.
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Other Services
Shire Financial Planning is licensed by Lifespan Financial Planning Pty Ltd ABN 23 065 92 735, AFSL229892 to provide financial planning advice and financial product advice.
Shire Mortgage Brokers provides credit and mortgage advice as a corporate credit representative of Finsure Finance and Insurance Pty Ltd (ACN 68153926) Australian Credit Licence Number 384704
Shire Financial Planning Pty Ltd acts on behalf of Lifespan who is responsible for the advice provided to you. However, your adviser may operate separate businesses, and provide other services through those businesses, which are NOT authorised by Lifespan and do NOT involve Lifespan in any way, such as: accounting, auditing, tax return preparation, self-managed super fund compliance and administration, property sales and referrals, and other products and activities. Lifespan is NOT responsible for any advice and services you receive from your adviser that are not authorised by Lifespan.
General Advice Disclaimer
The purpose of this website is to provide general information only and the contents of this website do not purport to provide personal financial advice. Shire Fiancial Planning strongly recommends that investors consult a financial adviser prior to making any investment decision.
The contents of the Shire Financial Planning website does not take into account the investment objectives, financial situation or particular needs of any person and should not be used as the basis for making any financial or other decisions.
The information is selective and may not be complete or accurate for your particular purposes and should not be construed as a recommendation to invest in any particular product, investment or security. The information provided on this website is given in good faith and is believed to be accurate at the time of compilation.
You should obtain a copy of the PDS and Target Market Determination relating to the product and consider it before making any decision to acquire the product.