Financial Planning allows you to seize control of your finances and work towards your financial goals. Without a plan, you could feel tempted to spend your disposable income without putting money away for your future. That’s where Shield Wealth comes in.

The Journey

The first step is to assess your current situation and develop a comprehensive plan to ensure that you reach your financial goals, with the aim of achieving financial freedom. The plan itself is a document that serves as a roadmap for your financial growth. It reflects your current status, the planned recommendations, and how to make it all happen.

If you’re ready to take control of your finances, we need to talk.

Let Shield Wealth take you on a journey to financial independence.

Meet Suzanne McIntosh

There are few Financial Planners more accomplished than Suzanne McIntosh. As well as being a highly proficient Financial Planner, Suzanne is a Chartered Accountant, an Accredited Aged Care Professional, and a SMSF Specialist Advisor. With her strong background in accountancy and tax, Suzanne brings a unique and progressive approach to financial planning, providing her clients with a distinct advantage in navigating complex financial landscapes.

Getting to know you

Our primary focus is to seamlessly align our services with your goals, so that we can develop a realistic plan to reach them. We start with a ‘getting to know you’ meeting, after which, we present our evaluation and discuss recommendations.

Not all financial planners are created equal

A truly effective financial plan requires a deep knowledge of everything financial. When you meet Suzanne McIntosh, you’ll soon realise that not all Financial Planners are created equal. It’s very unlikely you’ll find anyone better equipped, more enthusiastic or more focused than Suzanne.

Nothing is left to chance

A gifted strategist, Suzanne McIntosh is a leader in the Financial Planning environment. She continually demonstrates her ability to provide advice and service of the highest standard. You can be confident that everything is carefully considered and intentional – nothing is left to chance.

Financial freedom starts with a plan

Your life can’t go ‘according to plan’ if you don’t have one!

Defining where you want to go in life is crucial

The clearer the plan — the more meaningful your financial footprint will be.

A strong planning process is crucial to creating a more ‘financially safe’ plan, because it’s vitally important to protect you and your loved ones now, and in the future, in a tax efficient manner.