For 14 years now, Schuh Group Wealth Advisers have been assisting families and individuals to navigate the complexities of wealth planning.
Founded in 2010 by Dominique Such, the firm has expanded its reach, operating from four locations in Noosa, Gympie, Mundubbera, and Kingaroy.
Their non-aligned status ensures that they deliver personalised and impartial advice, tailoring their services to meet the unique needs of each client.
Schuh Group specialises in a comprehensive range of services, including retirement planning, wealth management, portfolio construction, and strategic advice on asset structuring and tax minimisation.
They cater to a diverse clientele, from business owners seeking wealth diversification to individuals approaching or in retirement, rural families, women undergoing significant life changes, and busy professionals.
Dominique explains,“For our business owner clients, we often focus on how they can be building wealth outside of their business. But for all of our clients we analyse strategies that will optimise their position.”
“When a client first approaches us we do a deep dive into their individual position, while looking at what they’re trying to achieve both in the short and long term.
“We may look at improving the likely returns on their investments or making use of certain structures such as superannuation. Each set of recommendations is personally tailored to the client, as there are no two sets of circumstances that are alike. Then it’s a matter of ongoing management and monitoring – we aim to get people’s financial house in order and keep it that way.”
Schuh Group Wealth Advisers base all of their recommendations on a data-centric approach, and make no recommendations based on speculation or incentives.
“Much of what we do for clients involves managing a portion of their investible assets over time. We adopt an evidence-based investment approach, where there’s no room for speculation or guess work.”
Dominique further explains why financial planners can be a very sound investment: “The long term data suggests that those investors who use a financial adviser will consistently achieve a better outcome compared to those who manage their own money. When these improvements are compounded over a long period of time, we know we’re able to make a very significant impact for families.”
With a team of skilled advisers and dedicated support staff, Schuh Group takes pride in their ability to deliver exceptional service. The satisfaction derived from helping clients achieve their financial aspirations underscores the firm’s commitment to long-term client success.
If you would like a second opinion on your current financial position, please contact Schuh Group Wealth Advisers on 07 5343 1776 or at financial@schuhfinancial.com.au. They would love to hear from you.
