Shakespeare Financial Group

At Shakespeare, we are committed to building close, lasting and mutually beneficial relationships with our clients. We are proud of our uncompromising personal service and commitment to our clients. This has seen us remain at the forefront of accounting and financial services firms in Perth for more than 40 years.

We aim to provide a first-class service in accounting and taxation, as well as a full range of business and financial advisory services. This includes financial planning, SMSF formation, advice and strategy as well as mortgage and leading solutions.

We strive to constantly build an innovative business that shares the vision and values of our clients. It, therefore, follows that entrepreneurs form the largest portion of our clients and we nurture these owner–managed businesses.

We are committed to preserving and enhancing the success and profitability of every client. We thus work closely with our clients to identify opportunities that may exist to improve their overall financial well-being.

Our credentials include:

  • Membership of Chartered Accountants Australia
  • Registered agents for ATO & ASIC
  • Australian Financial Services Licence holders
  • MFAA accredited Finance Brokers

Please contact Phoenix Insurance Brokers Pty Ltd today to discuss your Insurance needs.