Family Shield

Go it alone with general advice and great administration support

Our Family Shield Services

Family Shield is our low-cost financial administration and general advice service. 

This product is designed for individuals and families who may not need personal financial advice or where the cost of personal advice may exceed the benefit right now. 

Family Shield members can

  • access a qualified financial adviser for general enquiries and questions
  • work with our administration team to make changes to their insurance, super or investment accounts. 
  • access portfolio reports and more in-depth analysis from sophisticated investment platforms without the expense of a full-time financial adviser. 
  • ask us to investigate an investment, product or service to see if it is real or a scam. 
  • ask our team to check text messages and calls to confirm their authenticity.
  • protect elderly clients by managing redemptions and withdrawals on their behalf.
  • ask us to store documents on their behalf.
  • count on our team to be there if a family member suffers a crisis and needs assistance in accessing superannuation, claiming on policies or communicating with financial services providers. 


Fraud Monitoring

We monitor supported products (those that can provide us with live data) for suspicious activity such as withdrawal requests, transfers for changes of address. 
More than that, you can call or email our team to ask us to investigate a phone call or email - we will find out if it's real, and if it's not, we will report it for you. 
No need to risk your computer being infected or losing sleep because maybe it was the ATO. Just ask us, and we'll check it out.  

Financial Administration

More complex financial products such as superannuation wrap accounts, investment platforms and retail insurance contracts often have more options, sophisticated reports and a wider range of investment options. You can continue to access these great products without the cost of an adviser, and our team can help you access and administer your account. 

Family Crisis Support

Our team has years of experience dealing with a crisis - the death of a loved one, moving a family member into care, or sudden illness can make it hard to remember where essential documents are stored. 
We can hold copies of your will, work with your accountants, lawyers and even government departments to help if you need it. 
We hope our clients never need this service, but as a family shield member, this assistance extends to parents and children of our clients.

General Advice

General advice cannot consider your personal circumstances, but it can still point you in the right direction. You can access general financial services or product advice from a qualified financial adviser. They can help you understand what contribution options are available for superannuation, explain aged care entitlements and many other areas. Think of them like your human search engine. 

 Subscribe today

Family Shield Financial Services Guide
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Once you are subscribed, you will be billed monthly until you decide to cancel your membership. 

Speak to our team