SWU Group

SWU Group The SWU Group is a Multi Family Office (MFO) that utilises a unique co-investment, co-strategy approach to their clients.

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. This approach means that any investment or strategy that is recommended to clients is also utilised by the SWU Group's internal investment monies. This ensures strong alignment with the client and to

serve their best interests only. We challenge the public to ask of their advisers if this is true of them. We cater to all types of clients, large and small and we see to it that middle class families have access to strong and appropriate financial advice. The 4 arms that make up the SWU Group include:
- Accounting
- Financial Planning
- Credit Advisory
- Estate Planning

ensuring that anything related to a clients financial wellbeing is looked after by the SWU Group.

Address

Ultimo, NSW

Opening Hours

Monday 9am - 5:45pm
Tuesday 9am - 5:45pm
Wednesday 9am - 5:45pm
Thursday 9am - 5:45pm
Friday 9am - 5:45pm

Alerts

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