It's Time To Plan

Enjoy the journey, knowing you have prepared your finances for the future.

It's Time To Plan

Enjoy the journey, knowing you have prepared your finances for the future.

Welcome to Shume & Associates

We are a boutique financial planning firm based in the Northern Rivers region of New South Wales.

 Get to Know Us

We were established as the premier investment and SMSF specialist advisory service in the Northern Rivers. We hold an Australian Financial  Services licence under Wealth Integrity. We take pride in providing quality finanical advice to our clients.

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What We Do

  • Financial Planning
  • Superannuation
  • Self Managed Superannuation Funds
  • Wealth Creation / Investment Specialists
  • Plan for Retirement

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Our Philosophy

Our core values are:

Integrity– we respect the trust our clients place in us.

Relationship– we spend time with our clients so we know what is important to them.

Independently Owned– we place our client’s interests first

Professionalism– we are committed to the highest level of technical skills and ethical standards.

"It's not how much money you make,

but how much you keep,

how hard it works for you

& how many generations you keep it for.”

– Robert Kiyosaki

"It's not how much money you make,

but how much you keep,

how hard it works for you

& how many generations you keep it for.”

– Robert Kiyosaki

CONTACT US TO SEE IF YOU ARE READY FOR RETIREMENT

1 South Street
Alstonville, New South Wales
PO Box 504
Alstonville NSW 2477
Tel: 02 6628 0334
Fax: 02 8007 0507
 
info@shumeassociates.com.au

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Shume & Associates is a Corporate Authorised Representative of Australian Financial Services licence Wealth Integrity Pty Ltd (AFSL 499766).