Welcome
Shape Advisory is a financial planning firm that focuses on clients desiring a high quality lifestyle for their retirement. We cover the needs of individuals, families, small-medium business owners, executives and SMSFs - and more. Covering mostly SEQ clients, the Shape Advisory team is dedicated to working in protecting and growing the assets and incomes of our clients, their business and their families.
Why us?
We treat our team like family and caring nature is reflecting in how we all care and respect our clients.
Our recommendations come from a philosophy of "would our recommendations pass the sister, mother or grandmother test?”. Would we recommend it for our own family assuming they had a similar situation to yourself? The answer must be “Yes” for it to make it into our advice.
Why you?
You’re someone who wants a combination of wealth creation, wealth protection, a healthy and comfortable retirement, wealth legacy solutions and support to achieve these.
You want to enhance your wealth, protect it, plan to spend it in retirement and/or get ready to transfer some of it to family and/or charitable causes.
You want to lay the foundation financial freedom and make sure that you protect yourself on the way to achieving it. Maybe you’re already there, but want a better way to maximising how it works for you?
Next Steps
Chances are you’ll want an initial chat with us to just find out about us and our process – that is completely expected.
Zoom, Teams, WhatsApp etc, or maybe even an old fashioned coffee (face-face). We’re pretty flexible.
Call our team to arrange a time for an initial chat. When we have that initial chat, it might take 30 minutes or so – we’re not going to solve the world’s problems in that time, nor any of yours, but we’ll have a pretty good idea on the direction we might take and then we can scope a proposal for you and progress it from there.