SWU Group

www.simonwu.com.au

The SWU Group is a Multi Family Office (MFO) that utilises a unique co-investment, co-strategy approach to their clients. This approach means that any investment or strategy that is recommended to clients is also utilised by the SWU Group's internal investment monies. This ensures strong alignment with the client and to serve their best interests only. We challenge the public to ask of their advisers if this is true of them. We cater to all types of clients, large and small and we see to it that middle class families have access to strong and appropriate financial advice. The 4 arms that make up the SWU Group include: - Accounting - Financial Planning - Credit Advisory - Estate Planning ensuring that anything related to a clients financial wellbeing is looked after by the SWU Group.

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The SWU Group is a Multi Family Office (MFO) that utilises a unique co-investment, co-strategy approach to their clients. This approach means that any investment or strategy that is recommended to clients is also utilised by the SWU Group's internal investment monies. This ensures strong alignment with the client and to serve their best interests only. We challenge the public to ask of their advisers if this is true of them. We cater to all types of clients, large and small and we see to it that middle class families have access to strong and appropriate financial advice. The 4 arms that make up the SWU Group include: - Accounting - Financial Planning - Credit Advisory - Estate Planning ensuring that anything related to a clients financial wellbeing is looked after by the SWU Group.

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Country

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Employees

11-50

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Founded

1986

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Potential Decision Makers

  • Executive Director - Senior Financial Adviser and Chief Operating Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Chairman

    Email ****** @****.com
    Phone (***) ****-****
  • Students

    Email ****** @****.com
    Phone (***) ****-****
  • Executive Assistant

    Email ****** @****.com
    Phone (***) ****-****

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