About

One of Australia’s preeminent investment and wealth management firms.

Shaw and Partners is one of Australia’s pre-eminent investment advice and wealth management firms. With a national presence and over $35 billion of assets under advice, Shaw and Partners combines the intimacy of a boutique investment firm with the resources and scale of EFG International, a major global financial group managing over $275 billion in assets.

At Shaw and Partners, we offer tailored advice and investment solutions, financial planning, and advisory services. Our clients include individuals, institutions, corporates, and charities. As a socially responsible organisation, we are also deeply committed to giving back to the communities in which we operate, supporting meaningful causes, and actively participating in charitable and community-based initiatives.

Candice and Felicity, as a Holistic Wealth Advisory team at Shaw and Partners, specialise in delivering bespoke financial solutions that align with our clients’ unique needs. Their approach integrates tailored investment strategies, financial planning expertise, and ethical investment considerations to support the growing demand for ESG-aligned portfolios. They excel at building long-term relationships founded on trust, transparency, and measurable outcomes, helping clients navigate complex financial landscapes and achieve their wealth aspirations.

Our mission is simple: to listen to our clients and act according to their needs alone. We focus on creating holistic wealth-building strategies that encompass all facets of financial well-being, from investment growth and wealth preservation to succession planning and intergenerational wealth transfer. By prioritising comprehensive and forward-thinking solutions, we empower our clients to achieve financial confidence and long-term success.

We welcome you to Shaw and Partners, where our emphasises on cultivating meaningful relationships and guiding you through every stage of your financial journey. Together, let’s create a lasting legacy of prosperity and stability for you and future generations.

Candice and Felicity have shown immense dedication and communication while starting up my portfolio over 2 years ago. I find them both very easy to talk to and understand. They have a friendly and happy approach and always prompt. I would highly recommend Candice and Felicity to anyone who wants to invest their money in a safe and rewarding company. My daughter is also one of their clients now, at 21, so that's saying something!

Sue

Candice & Felicity have been integral in the setup and ongoing support of my investment portfolio, super portfolio and all round good advice to get my life and family setup for the future. As a team they have a good understanding of my individual's needs, being flexible and tailoring their service to work best for me.

Stuart

As someone new to shares and investments in the last 2 years l feel very fortunate to have Candice and Felicity as my advisers. They are both competent, knowledgeable and professional who are also willing to share their insights with me. Since our first meeting they have always been very helpful. They answer my enquiries promptly and clearly. We communicate mostly through email, texts and a phone call when needed. Our face to face and Zoom meetings have been warm and friendly. Felicity has also dealt with my chartered accountant and showed herself to be thoroughly prepared. Having all details to hand quickly and efficiently. They both take my position into account when investing for me and it feels like a collaboration when dealing with them.

Carolyn

Candice and Felicity have done a wonderful job assisting us with structuring our finances so that my partner and I are in a great position for retirement. They guided and reassured us through the market impacts of COVID-19, have made sound investment recommendations and keep us informed every step of the way. We couldn’t be happier.

Chris & Graham

Candice and Felicity - what can we say. Firstly thanks again for your on-going advice and wealth management as another FY ends, really appreciate the great service you and the Shaw’s team have provided making management of my investments so easy. Hoping FY22 is another cracker.

Grant & Sandy

Felicity and Candice are not only a Dynamic Team but a forever progressing Team. Their knowledge in Financial Matters has been truly outstanding, they work with us to see the comprehensive picture of our current position, financial goals and put realistic strategies in place to achieve those goals. Felicity and Candice’s knowledge of the Financial Markets are on point and have exceeded our expectations on the diversity of stocks, IPO and pre-emptying the markets ever evolving volatility. Their professionalism and efficiency responding to any queries we may have has been exemplary. Felicity and Candice have been our Senior Private Wealth Advisers and Investment Advisors for a number of years now and we are excited about the future opportunities they will bring. What we really admire and embrace about Felicity and Candice is what they give back to the community. They are Co- Founders of Her Financial Network and both support Not-For-Profit organisations and Charities. What a Team!!

Clare & Andrew

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One of Australia’s preeminent investment and wealth management firms.

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