Services
Wealth Management and Financial Planning
Within the Tribe Group, Shield Wealth is a separate practice that specialises in financial planning and wealth management.
Financial planning services are provided by Suzanne McIntosh of Shield Wealth Pty Ltd as an Authorised Respresentative of AdviceIQ Partners Pty Limited AFSL 332957 ABN 95 134 016 210.
For further information please refer to the financial services guide ( FSG )
Click here to download Financial Services Guide – Part 1
Click here to download Financial Services Guide – Part 2
Tribe Group is your “One Stop Shop”
Everyone has different needs and has had different experiences surrounding financial matters. If you are in pursuit of expert advice to seek better understanding and clarity of your financial affairs Shield Wealth can help.
Shield Wealth can help you:
- Set realistic goals around life transition events
- Choose appropriate tax strategies, platforms, asset allocation and products
- Reach your desired outcomes at each life stage
- Plan for you or your loved ones in Aged Care Advice
Learn more about Shield Wealth www.shieldwealth.com.au
Contact us to arrange your consultation
