SWU Group Upcoming Events

Please look forward to more events in the future.

The SWU Group is a boutique multi-family office focused on a co-investment and co-strategy model to achieve financial success for busy families to ensure wealth preservation for multiple generations. We are here to provide stewardship with regards to all aspects of your financial life and well-being.

Simon Wu
Founding Chairman, Chief Financial Adviser

How can we help you make your life easier?

Founded in 1986 by Simon Wu, the business has been serving the Australian community for over 30 years. In a world where service levels are deteriorating, our key goal is focused on two simple questions:

How can we help you make your life easier?

How can we help you enjoy life more?

As the years have progressed, we’ve grown from simply being a public practice accounting firm to include financial advice, estate planning and credit.

Most firms want to simply cater for high net worth individuals (HNWI) but regular families face the same challenges including:

  • No time to handle ones finances
  • Feeling confused as to how to efficiently structure finances
  • Worries about protecting your hard earned assets for both yourselves and your next generation
  • How to secure one’s retirement and maintain the lifestyle you want
  • Completing your tax reporting obligations on time (whether it be for yourself or your company)

Services

As part of the SWU Group, we offer the full range of services catered for your lifestyle

Financial Advisory

We provide a holistic approach to advice covering all areas including investment, superannuation advice, retirement planning, cash flow planning as well as insurance.

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Accounting

A team of qualified professionals help our clients in a comprehensive range of accounting and taxation issues. The firm strives to provide the highest level of professional service to all its clients, and to provide them with peace of mind that their finances are in good hands.

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Estate Planning

We offer estate planning packages which includes advice, design and implementation all in once engagement to ensure all elements are covered to provide you the peace of mind and removing the headache of doing it all yourself.

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Credit Advisory

With SWU Group’s credit division aptly named SWU Credit Advisors, we focus on all your credit needs to remove the hassle and stress of obtaining financing for whatever you are looking to purchase.

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