Spending power
TheGrid Corporate Spending Power index would rate purchasing capacity from registry, scale and activity signals.
Spending power
Key facts
Counted staff
60
self-reported 51–200 band
Founded
1980
46 years
Legal entities
None matched
Office countries
1
2 addresses
Funding rounds
None on record
Company type
Privately Held
self-reported
Description
Established in 1980, the Shakespeare Financial Group has developed into one of the leading financial services firms in Western Australia. Our team comprises over 70 professional staff suitably qualified and skilled to assist you in all of your financial needs. We are members of the Institute of Chartered Accountants Australia and are registered agents for the Australian Tax Office (ATO) and the Australian Securities and Investments Commission (ASIC).
In addition we are licensed to provide Financial Planning Advice, furthermore as Credit Representatives of Finconnect, you can be confident in trusting your lending needs to our specialist team.
As a progressive firm, we operate a fully integrated business that takes a holistic approach to your financial needs in the areas of Accounting, Tax, Business Advisory Services, Audit, Financial Planning, Lending and Risk (Insurance). We support all our clients with uncompromising personal service and a strong commitment to addressing your needs. We are entrepreneurial in our approach, sharing your own vision and values.
Somewhat uniquely, The Shakespeare Financial Group offers a Total Financial Solution to our clients, we make it a priority to provide relevant, objective and easy to understand advice on all aspects of their financial goals. It means not only taking care of our client’s accounting and taxation needs, it’s also about making sure all of their personal and business financial affairs are looked after in a holistic and integrated manner.
Adding value and improving the overall financial well being of our clients is the corner stone of our approach.
Committed to preserving and enhancing the success and financial well-being of every client.
We help our clients achieve the best possible outcomes from both a financial and taxation point of view. We act as our clients most Trusted Adviser, keeping their best interests in mind at all times.
Specialties
- personal insurance
- finance
- business insurance
- business advisory
- tax advisory
- sme
- audit
- estate planning
- mortgage brokers
- financial planning
- chartered accountants
- superannuation
- wealth management
All 15 specialties
- Chartered Accountants
- Tax Advisory
- Business Advisory
- Superannuation
- Strategy & Advice
- Wealth Management
- Life Plan
- Audit
- Estate Planning
- Finance
- Mortgage Brokers
- Personal Insurance
- Business Insurance
- SME
- Financial Planning
Locations
Country footprint
Show as table · Offices in 1 country
| Countries | 1 |
|---|---|
| Primary country | AU |
All codes: AU
Addresses
- AU47 Outram Street; West Perth; Perth, WA 6005Primary
- AUBroome; Broome, WA 6725
Grid intelligence Members
Signals & hiring
Hiring, headcount and registry-change signals, streamed to members.
Latest signal
Hiring activity
Headcount trend
Financials
Registry-filed capital and financial indicators, standardised by TheGrid.
Paid-up capital
Fiscal period
Registered charges
Revenue
Profit / loss
People & contacts
4 employee profiles on record · names withheld.
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FAQ
How many people work at Shakespeare Financial Group?
60 counted staff profiles at January 2026, inside the self-reported 51–200 band.
Where does Shakespeare Financial Group have offices?
Two addresses on record, Australia only. Primary: 47 Outram Street, West Perth, Perth, WA 6005.
Has Shakespeare Financial Group raised funding?
None linked to this brand.
What does Shakespeare Financial Group list as its specialties?
15 tags on the brand's own list, among them personal insurance, finance and business insurance.
Which companies are listed alongside Shakespeare Financial Group?
27 profiles list Shakespeare Financial Group as a peer — 97th percentile in Financial Services. It lists ten peers of its own. Oakstone Advisory and UHY Haines Norton Perth list it back.