Financial Planning
Looking for Judgement-Free, Bespoke Financial Planning?
Want the confidence and security to enjoy your wealth now and in the future?
stay calm and call
Suzanne McIntosh on
02 6274 0400
to plan your financial security
Shield Wealth is a trusted wealth management firm, with a proven track record, dedicated to providing investment management, and wealth planning advice.
We don’t provide advice that makes you feel good. Our advice is strategic and thoughtful, designed to have positive, long-term impacts.
For more information, visit Shield Wealth website
Authorised Representative of AdviceIQ Partners Pty Limited AFSL 332957 ABN 95 134 016 210
Everything that matters – financially speaking is all under one roof, scaled and packaged to just the right size — your size.
Partnering with Tribe Group will take you in the direction of financial security.
The best thing wealth planning can achieve, is freedom!
It doesn’t matter how much money you have; it’s how it’s managed that really adds up.
At Tribe Financial Planning by Shield Wealth, we can help you plan your retirement, save on taxes, plan that overseas holiday, protect your loved ones, grow your wealth, secure your legacy, and much more.
Your goals are our mission – let’s plan!
You’ll absolutely achieve your goals, if you make the right move.
For more information, visit Shield Wealth website
Authorised Representative of AdviceIQ Partners Pty Limited AFSL 332957 ABN 95 134 016 210
I was a little embarrassed at my first meeting with the Tribe group. I didn’t think I had enough money to engage a financial planner. Oh boy how wrong I was! Suzanne McIntosh assured me that it’s not what you’ve got that counts, but what you do with it. I can confidently say that Suzanne’s guidance is nothing short of exceptional.
(We value our client’s privacy however, contact details are available on request)
Suzanne McIntosh, is a highly renowned Financial Planner and Chartered Accountant. Her substantial background in taxation and superannuation complements the financial planning services she and her team offer.
Suzanne is an advocate of lifestyle financial planning and thrives on demonstrating what a clients wealth can mean now and in the future. She helps clients to enjoy the lifestyle they want, with the secure knowledge that financial independence can be achieved.
Suzanne builds the foundations of financial planning by utilising her extensive accountancy, tax, and self-managed superannuation fund expertise. Her focus is on developing a clear, personalised and realistic strategy to enable her clients to achieve their goals and objectives.
Suzanne looks at financial planning as a way of liberating her clients; giving them the opportunity to pursue their broader goals, interests, and passions. She takes a responsible approach to investing and encourages clients to embrace and prioritise their future.
Suzanne believes that hard work, honesty and having pride in what she does, is why her clients trust her so completely. Suzanne’s healthy and realistic approach makes her a beacon, in the often confusing world of Financial Planning. Her approach is refreshingly open and progressive — easily digestible by all ages!
From the very beginning, Suzanne made me feel comfortable discussing my financial situation. She provided detailed insights to help me understand and make the right decisions.
(We value our client’s privacy however, contact details are available on request)
Clear your debts, secure your tomorrow, and live for today.
Whether you’re looking to buy a new home, starting a business, investing for tomorrow, or you’re wanting to protect your financial future, Suzanne’s expertise will shine through.
Tribe Group is here to help you understand the wide range of savings and investment options available, including the associated risks. When investing your hard-earned money, you need assurance that the advice you receive is tailored to your personal circumstances.
For more information, visit Shield Wealth website today.
You can be confident Suzanne will move you in the right direction.
Finding the best financial planner is easier than you think.
Phone Suzanne McIntosh at Tribe Group.
Watch your money grow! 
(We value our client’s privacy however, contact details are available on request)