Services

Cash Flow Modelling

Shelton Advisory helps you manage income, expenses, and savings with personalised cashflow models. We track spending, identify optimisation opportunities, and provide regular reviews to keep you aligned with your financial goals and on track for success.

Superannuation

Superannuation plays a crucial role in retirement planning. Shelton Advisory helps you select the right fund, optimise contributions, and minimise fees. We ensure your superannuation grows efficiently with personalised strategies and regular reviews, setting you up for a secure and comfortable retirement.

Retirement Planning

Shelton Advisory helps secure your future with a tailored retirement strategy. We assess your goals, combining superannuation and investments, and regularly review your plan to adjust for life changes, ensuring a comfortable, worry-free retirement.

Estate Planning

Shelton Advisory helps you create wills, trusts, and powers of attorney to ensure your assets are distributed as you wish. We minimise taxes, prevent family disputes, and provide regular reviews to keep your estate plan up-to-date.

Debt Management

Shelton Advisory helps you create a debt management plan that prioritises high-interest debts and balances saving with repayment. We offer strategies like consolidation and regular reviews to ensure you stay on track toward financial stability and freedom.

Centrelink Advice

Shelton Advisory helps you navigate Centrelink benefits by assessing eligibility and guiding you through the claims process. We keep you informed on regulatory changes, ensuring you receive the benefits you’re entitled to with confidence

Investments

Shelton Advisory helps you create an investment strategy tailored to your goals and risk profile. We provide ongoing portfolio reviews and adjustments to ensure your investments align with market changes, supporting long-term financial success.

Insurance

Shelton Advisory helps you assess your insurance needs and recommend coverage to protect against life’s uncertainties. We provide regular reviews to ensure your life or income protection insurance stays suitable as your circumstances evolve.