SchuhGroup | Wealth Advisers

At Schuh Group Wealth Advisers, we help our clients to make informed financial planning decisions. Built on fundamental principles of honesty and transparency, our financial planners offer sound advice to people of all ages and walks of life. Our approach is simple, we take the time to discuss your goals and objectives with you and we then tailor the best solutions to assist you in reaching your goals. You can watch our Six Steps to Successful Investing video series for a full appreciation of our philosophy.

Our broad range of services can be summarised in three areas – strategic planning, investment management and risk advice. We then use our extensive network of insurance, accounting, legal, business and tax experts to tailor our recommendations to make sure you are getting the best advice possible.

Schuh Group Wealth Advisers provide advice with an emphasis on making sound long term decisions. We are committed to helping you maximise the return and minimise the risk on your investments. Our clients choose to live their ideal life and get on with what they do best. It may be running their own business, engaging in a professional career or enjoying retirement. Our clients can enjoy the peace of mind gained by delegating their financial affairs to an expert.

Strategic Planning

We will help you plan for the future, from wealth accumulation, debt management, superannuation, through to self-managed super, retirement and estate planning. Your adviser can show you methods to improve tax effectiveness and together you can create a Financial Road Map to get you to where you want to be.

Investment Management

If you are unclear on your investment needs, a Schuh Group Gympie Wealth Advice professional will work with you to design and implement a tailored personal investment portfolio. We can help you invest in shares and look at a range of fixed income investments and listed property trusts. Your adviser can also assist you to establish a disciplined savings plan and monitor, review and adapt your portfolio as required so that you are getting the most from your money.

Risk Advice

While we help you to grow your assets, we can also ensure that you, your family and your wealth are protected should a disaster strike. We can also offer a range of insurance solutions, as well as assisting you with your business purchase, sale agreements and succession planning.

Gympie Financial Planner

We welcome you to contact us today and find out how we may be able to assist you in reaching your financial goals.

Your full financial situation would need to be reviewed prior to acceptance of any offer or product.

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Schuh & Company Financial Planning Pty Ltd ABN 67 144 756 856 is an Authorised Representative (No. 377298) and Credit Representative (No. 402871) of FYG Planners Pty Ltd ABN 55 094 972 540 AFSL / ACL No. 224543.  You can Read FYG Planners Privacy Statement here.

Accounting

Streamline your financial life and reduce your costs with Schuh Group accountants. Consider us your business, wealth and financial success platform. Our extensive experience means we can take care of every aspect of your accounting.

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Finance

We take an holistic approach to assesses your overall financial position in the context of your goals. We will ensure you are able to not only meet your short term goals, but also investigate the best approach for your business in the long term.

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Wealth Advice

We help you plan for the future, from wealth accumulation, debt management & superannuation, through to self-managed Super & retirement & estate planning. Improve your tax effectiveness & create a financial road map to get you to where you want to be.

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