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, below, 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.

Step 1: Accept the Price

Every day we happily pay the market price for all sorts of goods and services. But many of us see the financial markets differently. We assume, for example, that shares are either undervalued or overvalued. We try to be clever and buy before prices rise and sell as they're about to fall. But academic research has consistently shown that markets are actually very efficient. It's all down to what statisticians call the wisdom of the crowd.

Step 2: Beware the Market Gurus

Financial Planners Schuh Group explain that the problem with most financial commentators is they have a woeful record of success. Our video Beware of Market Gurus highlights the dangers.

Step 3: Control Your Costs

The fund industry and the media like to make investing seem exciting. They typically focus on performance - the possibility of striking lucky and earning big returns. Truth is, there is no magic wand.

Step 4: Spread Your Risk

We're always amazed how many investors - even professional ones - neglect the conventional wisdom ... never put all your eggs in one basket ... despite it being seemingly common sense.

Step 5: Be Disciplined

We explain that, while there are good years and bad years for global markets ... in the long term it pays to stay invested in a diversified and disciplined portfolio.

Step 6: Stay Balanced

Schuh Group believes every investor needs to strike a balance between risk and return. We're all different. Some of us are more willing and able to take on risk than others. But once we arrive at the right investment mix to reach your goals it's important to stay on track.

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.