Investment Portfolio Management
Professionally managed share, ETF and fixed-interest portfolios built around your risk profile and reviewed regularly.
Obligation-free proposals
Request a Quote
Tell us about your investment goals and we will prepare a tailored, obligation-free proposal for your portfolio or wealth strategy. Every request is reviewed personally by a senior adviser — no call centres, no pressure.
Your details
Complete the form below and your email client will open with your request ready to send to ceo@shminvestmentsgroup.site. Fields marked with an asterisk are required.
What happens next
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1. We review your enquiry
A senior adviser reads every request personally and may ask a few clarifying questions by email so the proposal reflects your real circumstances.
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2. We prepare your proposal
Within two business days you receive a written quote outlining the recommended approach, expected outcomes and our full fee structure.
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3. We meet — on your terms
An obligation-free consultation, online or in person in Perth, at a time that suits you. You decide whether to proceed, and there is never any pressure.
What we can quote for
Wealth Planning & Strategy
A structured plan covering cash flow, asset allocation, insurance needs and long-term wealth creation.
Superannuation & Retirement
Strategies to grow and protect your retirement savings, including transition-to-retirement and pension planning.
Property Investment Advisory
Objective analysis of property opportunities within a diversified whole-of-portfolio context, not a sales pitch.
Not sure which service fits? Simply select "Other / Not sure yet" in the form and we will point you in the right direction.
Prefer to write to us directly?
Email your requirements, including your timeframe and the service you are after, to ceo@shminvestmentsgroup.site and we will respond with a tailored quote within two business days. You can also find more background on our About page or explore our full range of Services.