Hillross

Hillross Financial Freedom Beach image
Superfit Financial Services
Est 2008
The Professional Office Suites Building 68 South Terrace, South Perth, WA 6951 (Cnr Coode St. and South Terrace)
I like to always have a plan in place that is flexible enough to change and adapt when life takes a different direction. Financial freedom to me means being confident that the plans I have in place enable my family to have more choices about things we'd like to do in our lives for ourselves (our hobbies, interests, travel, education, goals), for others (our extended family, our friends and those in need), and together as a family.
What's your idea of Financial Freedom?

Qualifications
& Memberships

  • Bachelor of Science (Mathematics) (University of Sydney)
  • Graduate Diploma in Applied Finance and Investment (Securities Institute of Australia)
  • Graduate Diploma in Legal Studies (University of New England)
  • CFP
  • Accredited Aged Care Professional ™

Areas of
Expertise

Estate planning
Home loans
Insurance
Retirement
Superannuation

We love our job because it is interesting and complex and with our expertise, we believe we can make a positive difference to our client’s lives.

The areas in which we help our clients may seem basic or complex and no two situations are the same.

Over the years we have heard people ask what does a financial planner do? That is a great question and the answer differs from firm to firm.

In our firm, our work is wide and varied. Examples include:

1. Being a sounding board for clients wanting to make financial decisions (like buying a house, when to retire, negotiating their salary package for a new job) and asking our advice to ensure they are making the right decision.

2. Giving advice and a plan to help clients know how much they need when they retire, how much income they can expect to receive, whether they may qualify for Centrelink (age pension), giving some indication as to how long their money may last in retirement.

3. Planning for unexpected events and being there for our clients when these events happen. For example: a job promotion, a redundancy, the birth of a baby, an accident or serious health event such as cancer, death of a family member etc

4. Establishing an estate plan for clients and their family members (eg elderly parents or children) which includes facilitating Wills, Powers of Attorney, Powers of Guardianship and Advance Health Directives

5. Helping families budget and save. This often involves reviewing their mortgage and then setting up a plan to help them manage their day to day expenses and plan for the future.

We pride ourselves on our transparency and charge on a ‘Fee for Service/Advice’ basis and we are not commission driven.


Meet our team

Read More Shannon profile
Shannon Prentice
Director / Financial Planner

I love my job and I love helping people – particularly families and…


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Testimonials

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Shannon is a delight to deal with.
by C Voss | Perth WA | Aug 18th 2015

Shannon is a delight to deal with. She helped us protect our family before our twins came along and helped us with our budget and savings. She has made such a massive difference to our financial situation and would not be in the position we are in now without her advice.

Shannon came highly recommended to us.
by G & C Carr | Fremantle WA | Jun 14th 2016

Shannon came highly recommended to us by our long time accountant and after waiting for her to return to work from having her baby our financial future became clearer and stronger. Shannon is not only brilliant at her work she is also a lovely person and has become a good friend. She has also planned our financial future as retirement approaches. She keeps abreast of national and international events that may impact on our finances and always makes herself available to answer any questions we may have, ant time.
We have no hesitation in recommending Shannon as a truly competent, knowledgeable and friendly individual.