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Shaping your financial success

Shakespeare is a leading financial service firm that offers a wide range of services to individuals and businesses located across Western Australia. With over 40 years of experience, our team of highly experienced and suitably qualified accountants and financial specialists can assist you with all your financial needs.

Our Mission

We take a holistic approach to finance, providing a more personalized and targeted solution to our clients. Our expert team combines their knowledge and expertise to offer a comprehensive range of services, including accounting, taxation, financial advisory services, retirement planning, investment advice, insurance, superannuation, and leasing and mortgage solutions. By operating as a fully integrated business, we can provide a tailored solution that combines or limits each of our key services, depending on your personal or business requirements.

Our Services

Our services are designed to help individuals and businesses achieve their financial goals. Our expert team provides personalized advice and support in the following areas:

  • Chartered Accountants: Our team of experienced accountants provides personalized accounting services, including taxation, business advisory, bookkeeping, and more.
  • Financial Services: We offer a range of financial services, including retirement planning, investment advice, insurance, and superannuation.
  • Superannuation Services: Our expert team provides personalized advice and support for self-managed superannuation funds, including SMSF formation, administration, and strategy.
  • Leasing and Mortgage Solutions: We provide residential and commercial loans, asset finance, and leasing solutions to help individuals and businesses achieve their financial goals.

Our Team

Our team of highly experienced and suitably qualified accountants and financial specialists are dedicated to providing exceptional service and support to our clients. We believe in building close, lasting, and mutually beneficial relationships with our clients, and we are committed to providing a first-class service that exceeds our clients' expectations.

Our Values

We believe in being fair, consistent, and reliable. We listen and value other opinions, providing a safe haven for concerns to be raised. We are honest, staying true to our values and accountable. We work together towards common goals, sharing knowledge and celebrating success. We are respectful and communicate clearly. We are passionate about making a positive difference in all we do, exploring options to identify solutions and always seeking to understand what is important.

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