Who we are
Wealth Shield is a boutique advisory firm focused on helping Australians grow and secure their wealth. Our approach is to develop simple and practical solutions to give you control over your financial future.
We are passionate about helping businesses and individuals achieve their financial and lifestyle goals. Our aim is to build long-term partnerships with our clients and assist them in building, protecting and managing their wealth and lifestyle for them and their families.
We believe financial advice should be all about helping you achieve your hopes and dreams. Our aim is to be someone you can turn to for financial coaching and guidance along life’s journey.
So, whether you are approaching retirement, starting a business, changing careers or moving from two incomes to one, we can help you:
- choose appropriate investment strategies
- plan for your retirement
- protect you and your family
- make the most of your superannuation
- budgeting & managing your money
