Precept Financial Services had its beginnings in 1986 when David Shaw and Norm Knell formed Shaw Knell Financial Group (SKFG). Punch Flemmer joined SKFG in 1995.
At the beginning of 2010 David, together with Punch Flemmer left to form Precept Financial Services with the objective of providing high quality service and advice. Over the last five years, Precept has steadily grown to 19 advisers, 11 of whom are spread throughout the Perth metropolitan area and as far afield as Esperance and Kalgoorlie Boulder. With their main office based in Osborne Park, Precept offers their clients direction with financial strategies based on sound principles, or 'precepts' for wealth protection and creation.
Precept's Services Include:
- Life Insurance
- Income Protection
- Trauma Protection
- Buy/Sell Insurance
- Key Person Insurance
- Loan Protection
- Estate Planning
- Superannuation – Corporate & Personal
- SMSFs
- Direct Shares & Managed Shares
- Tax Minimisation Strategies
- Gearing Strategies
- Retirement Planning
- Income Strategies
Talk to us today about how we can help you.