AN INTEGRATED APPROACH TO ACHIEVING FINANCIAL SUCCESS AND SECURITY FOR BUSINESS AND INDIVIDUALS

Uniquely in the Canberra Region, the Tribe Group offers professional and independent advice in all areas of business accounting and problem solving, wealth management and financial advice, and self- managed superannuation advice – all areas led and staffed by qualified accountants and financial professionals.

We work with you to solve your problems and address your concerns across all these areas so that you can have a truly integrated solution.

Accounting and advice is led by Grant Slater who specialises in business and taxation advice to both the SME market and high net worth individuals. Grant is also a recognised expert in business transition – succession planning exit strategies and mergers. Grant is supported by a great team, including Mark Gale.

Shield Wealth, the Financial Planning element of the Tribe Group is led by Suzanne McIntosh who is a Chartered Accountant as well as a highly qualified financial planner. She will guide you through a process of understanding the balance between your life and financial goals, the financial risks in investment and then work with you to develop a strategy and action plan that Shield Wealth can execute on your behalf. Suzanne is also a specialist advisor on Aged Care financial matters. She is supported by her financial advisory team, and by the Stellar Self-Managed Superannuation advisory team led by Brooke Hepburn-Rogers.

Learn more about Shield Wealth www.shieldwealth.com.au and Stellar Super www.stellarsuper.com.au