SHM Investments Group Pty Ltd · Investments · Perth WA ceo@shminvestmentsgroup.site

Areas We Serve

Investment & Wealth Management Across Perth and Regional WA

SHM Investments Group Pty Ltd supports individuals, families and business owners throughout the Perth metropolitan area and across regional Western Australia. Wherever you are based, you receive considered, personalised investment and wealth management guidance backed by clear communication and disciplined strategy.

Statewide Coverage, Local Understanding

Western Australia is a vast and diverse state, and financial priorities differ significantly between the Perth metropolitan area and the regions. Mining towns, agricultural districts and coastal communities each carry their own economic cycles, income patterns and property dynamics.

Our team takes the time to understand your location, your income sources and your long-term goals before recommending a strategy. Whether you live in a Perth suburb, work in the Pilbara or run a business in the South West, your plan is built around your circumstances, not a template.

Because much of our advisory work is delivered securely online, regional and remote clients receive the same depth of service as those in the Perth CBD, with ongoing reviews and responsive support whenever you need it.

Modern commercial buildings representing the Perth metropolitan business districts served by SHM Investments Group

Perth Metropolitan

Perth Metro Coverage

We service clients across the greater Perth metropolitan area, from the western suburbs to the eastern corridor and the expanding northern and southern growth zones. Key areas include:

Perth CBD & West Perth

Investment structuring, salary strategy and wealth planning for professionals and executives working in the city core.

Subiaco, Nedlands & Claremont

Portfolio management and retirement planning for established households and investors in the western suburbs.

Fremantle & Cockburn

Wealth management for small business owners, professionals and property investors in Perth’s south-west corridor.

Joondalup & Northern Suburbs

Long-term investment growth and superannuation guidance for families and first-time investors across the north.

South Perth, Victoria Park & Cannington

Diversified portfolio construction and wealth protection strategies for inner and south-eastern metro clients.

Midland, Armadale & Hills Districts

Budgeting, investment foundations and business wealth planning for clients in Perth’s eastern corridor.

Rockingham & Kwinana

Income planning and investment growth strategies for clients working in industry or running local enterprises.

Mandurah & Peel Region

Retirement readiness, property-linked investing and superannuation advice for the growing Peel community.

Elsewhere in the Metro Area

If your suburb is not listed, we almost certainly service your area. Reach out to confirm availability.

Regional WA

Regional Western Australia Coverage

Regional clients are a core part of our practice. Through secure video consultations, digital document handling and scheduled review calls, we deliver full-service investment and wealth management without requiring regular travel to Perth. Our regional coverage includes:

South West

Bunbury, Busselton, Margaret River, Collie and surrounding districts. Investment planning for families, farmers transitioning wealth and business owners.

Great Southern

Albany, Denmark, Katanning and the wider southern agricultural belt. Retirement income planning and diversified portfolio management.

Mid West

Geraldton, Carnarvon and inland farming communities. Wealth accumulation strategies suited to seasonal income patterns.

Goldfields & Esperance

Kalgoorlie-Boulder, Esperance and mining sector communities. Structuring investment income and planning beyond project-based earnings.

Pilbara

Karratha, Port Hedland, Newman and Onslow. Helping FIFO workers and resources professionals convert high earnings into lasting wealth.

Kimberley & Remote WA

Broome, Kununurra and remote communities. Fully online service delivery with disciplined, long-term investment oversight.

Financial charts and reporting used in remote wealth management reviews for regional WA clients

How We Serve Regional Clients

  • Secure video consultations arranged around your schedule and time zone.
  • Digital onboarding and document signing, so there is no need to visit an office.
  • Clear written advice and plain-English reporting after every review.
  • Scheduled portfolio check-ins that suit fly-in fly-out and seasonal work patterns.
  • Responsive email support via ceo@shminvestmentsgroup.site.

Distance should never be a barrier to quality financial guidance. Our remote service model ensures regional WA clients enjoy the same strategic rigour and personal attention as our Perth-based clients.

Based in Perth or Regional WA? Let’s Talk.

Tell us where you are and what you want to achieve. We will map out how SHM Investments Group can help you build, protect and grow your wealth from wherever you call home.