The Shaw and Partners Morrissey Group offer comprehensive Financial Planning services to bring you tailored solutions to help your achieve financial success. We will work with you to make sure we understand every aspect of your life in devising a financial plan.
​Shaw and Partners Morrissey Group has been successfully investing clients’ money for over 20 years. We have refined our services to a three-tiered approach.
Our service covers a wide range of areas including:
Investment advice
Wealth Management
Superannuation
Retirement and Estate planning
Cashflow and Debt management
Risk management
Careful planning is the key to establishing a strong financial position.
Our Advisory Process
Arrange a Consultation
Contact us to discuss your situation. We will listen and talk through your plans and goals for the future.
We will complete a financial profile detailing your income, dependants, living expenses, assets and liabilities. This will allow us to understand your current financial situation.
Complete a Financial Profile
We will work to formulate a plan that addresses your needs, goals and objectives. Once completed, we will present this plan to you detailing how this meets your needs, goals and objectives.
Creation of your Financial Plan
This is where your plan comes to life. We will work with you to get your plan into action.
Implementation of your plan
We will regularly review your plan to ensure that it stays on track to achieving your financial goals.
Review your plan
Free Money Smart Budget Calculator
This free Excel template allows you to work out where you money is going and create a foundation to review you situation