Financial Planning
Our Financial Planners are industry specialists and have a reputation for offering sound advice and the right strategies for your finances. Working closely with you, our team undertakes a personalised analysis to formulate an individual path towards peace of mind and financial security.
How we can help your business?
If it’s peace of mind you’re looking for, the financial planners at Shakespeare Rae will give you that. There is nothing better than knowing that you have a solid financial plan in place and that the resources you have worked so hard for are safely invested.
Services we offer
Savings Advice
Taxation
Pre and post retirement objectives
Superannuation advice
Investment advice
Debt considerations
Wealth creation
Personal insurances
Estate and Succession Planning
Need Help? We're only a phone call away
Business Consulting
With demonstrated expertise in Business Consulting, we can help your business grow, by recommending and improving processes in your organisation.
Learn More >Accounting & Taxation
Our job is to maximise your return and minimise your tax. With over 30 years experience, you can be sure we’ll achieve great results for you.
Learn More >XERO & Cloud
Cloud based accounting packages bring benefits to business efficiency. With our expertise in this area, we can help select the best option for your business.
Learn More >What some of our partners say.
Need help? Call us
We understand that sometimes it is scary to ask financial questions, but we love helping, pick up the phone and let’s chat.
1300 904 930