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Shield Wealth
105-119 Newcastle Street, Fyshwick Australian Capital Territory 2906
About Shield Wealth
Welcome to Shield Wealth, your trusted establishment for all your financial needs. Located in Fyshwick, Newcastle Street, our institution is a point of interest for those seeking expert advice and guidance in managing their finances.
At Shield Wealth, our purpose is to provide comfort and control to our clients, helping them make confident financial decisions and reducing anxiety around money in an efficient and ethical way. We understand that everyone has unique needs and experiences when it comes to financial matters, which is why we offer personalized financial coaching and planning.
Our services are particularly beneficial during important life transitions. For example, if you are going through a midlife phase, we can assist you with concerns such as income security, debt management, and the financial needs of both aging parents and children. On the other hand, if you are an empty nester, we can help you navigate changes in residence, increased disposable income, and refocusing on retirement.
We also understand that life can throw unexpected curveballs, such as divorce or job loss. In such cases, our team can provide guidance on managing assets, handling day-to-day financial concerns, and dealing with tax implications. Additionally, if you have received an unexpected inheritance, we can help you make lifestyle changes, manage assets, and navigate any tax implications that may arise.
Don't just take our word for it - hear what our satisfied clients have to say. One client sought our advice on aged care facilities and other care options for their mother. Another client approached us after receiving an inheritance payment, and appreciated our caring approach and focus on their individual needs. We also have long-term clients who have entrusted us with their investments for over 15 years, and are now looking forward to a comfortable retirement thanks to our expertise in managing their self-managed super fund.
At Shield Wealth, we are dedicated to providing you with the knowledge, support, and guidance needed to achieve your financial goals. Contact us today to start your journey towards financial security and peace of mind.
Photos of Shield Wealth
Molonglo Mall, 25/105-119 Newcastle St, Fyshwick ACT 2906, Australia
Opening hours of Shield Wealth
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Closed
Sunday:
Closed
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