Our Services
SHM Investments Group Pty Ltd helps individuals, families and business owners across Perth and Western Australia build, protect and transfer wealth. Every service we offer is grounded in disciplined strategy, transparent advice and long-term thinking — never short-term speculation.
Our advisory services cover the full arc of your financial life — from your first serious investment through to retirement income and estate readiness. Choose a single area of focus or engage us to coordinate your complete wealth strategy.
A comprehensive, goal-based plan that brings your investments, savings, superannuation and cash flow into one coherent strategy. We define what financial independence looks like for you, then map the milestones to get there.
Super is one of the most tax-effective vehicles available to Australians, yet it is often left on autopilot. We review your contributions, investment options and insurance within super, and advise on whether a self-managed super fund suits your circumstances.
We design diversified portfolios across Australian and international shares, fixed income, cash and alternative assets, calibrated to your risk tolerance and time horizon. Discipline and diversification do the heavy lifting — not market timing.
Direct property can play a valuable role in a wealth plan when it is purchased on strategy rather than sentiment. We help you assess borrowing capacity, rental yields, ownership structures and how property fits alongside your other assets.
Wealth that cannot survive a bad year is not secure wealth. We stress-test your plan against market downturns, income interruption and unexpected events, and recommend appropriate protective structures and cover levels.
For Perth business owners, personal and business wealth are deeply connected. We advise on extracting and investing business profits, preparing for sale or succession, and structuring the transition so a lifetime of work translates into lasting financial security.
Markets move, tax rules change and life rarely follows the original script. That is why our engagements are built around ongoing relationships, not one-off transactions. As your circumstances evolve — a new business, a growing family, an approaching retirement — your strategy evolves with them.
Every SHM Investments Group client receives plain-English reporting, honest performance commentary and direct access to the adviser who knows their plan inside out.
Why clients choose us
A clear, repeatable process is what separates considered investing from guesswork. Here is what engaging SHM Investments Group looks like from first conversation onward.
We begin with a relaxed, no-obligation conversation about your goals, timeframes and what financial success means to you and your family.
We analyse your existing assets, liabilities, superannuation, income and expenses to establish an accurate starting point and identify any gaps.
You receive a tailored written strategy with clear recommendations, expected outcomes, risks and costs — explained in plain English, with time for your questions.
Once you are comfortable, we put the plan into action — establishing accounts, structures and investment portfolios, and coordinating with your accountant or solicitor where needed.
We meet with you regularly to review performance, rebalance portfolios, capture new opportunities and keep your plan aligned with your life.
Tell us where you are today and where you want to be. We will respond with a considered, obligation-free perspective on how we can help.