Suzanne McIntosh is a shining light in the world of finance.
An enlightened professional with a background in accountancy and tax. Suzanne is also a gifted Financial Planner, an Accredited Aged Care Professional ™, and a SMSF Specialist Advisor™.

Welcome to Shield Wealth

Suzanne

Authorised Representative of AdviceIQ Partners Pty Limited AFSL 332957  ABN 95 134 016 210

At Shield Wealth, we understand that every financial journey is unique, shaped by individual ideals and aspirations. That’s why we dedicate significant time to researching and tailoring services that meet your specific needs.

Once everything is in place, Suzanne will guide you through any challenges that arise, helping you make informed financial decisions at each critical life stage, with a focus on ensuring your long-term security and prosperity.

Aged Care Planning

Planning for aged care can be complex, and emotionally challenging. We‘re here to make the process as easy as possible. We’ll guide you through all of the options, the associated costs, and how best to restructure your finances, if required.

By planning strategically, you can control your future Aged Care choices whilst ensuring peace of mind for yourself, and your loved ones.

Retirement Planning

Given that retirement is a major life transition, a well-structured plan is crucial. Our retirement planning services are designed to help you prepare for life after work.

By working with you to optimise your income streams, we’ll ensure that your superannuation and other investments align with your goals for financial independence and desired lifestyle.

Wealth Creation

We offer personalised investment advice, tailored specifically to your financial situation and risk tolerance.

Whether it’s regular savings programs or gearing strategies our solutions are designed to maximise your wealth-building potential, while effectively managing risk.

Self-Managed Superannuation (SMSF)

We provide expert guidance on Self-Managed Super Funds (SMSF).

Whilst SMSFs offer greater flexibility in investment choices and potential tax benefits, they also come with added complex responsibilities. Our team will help you navigate these complexities, ensuring compliance while aligning your SMSF with your overall financial strategy.

Personal Risk Insurance

This is designed to protect you and the ones you love from financial losses or additional expenses suffered due to unforeseen illness, accident or death.

Shield Wealth can assist you with these insurances to provide a safety net which will give financial support when needed.

Get in touch

From the minute we meet, our goal is to empower you with the tools and knowledge to make confident, informed financial decisions through every stage of your financial journey.

Whether you’re building long-term wealth, transitioning to retirement, or making decisions about aged care, we’re here to support you with expertise and integrity.