Legal Professionals

What we do

You have worked long and hard to get to the position you are in now, and you know the career path ahead will be equally as challenging. Sherrin Partners has extensive experience with professionals and business owners’ specific needs and can provide you the specialist advice and support you require. We offer our expertise on all matters relating to your wealth. We specialise in income protection insurance, trauma protection insurance, total and permanent disability insurance and life insurance protection.

Get in touch
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We provide

Income Protection insurance protects your income in the event that you suffer short, medium or long term sickness or injury. Trauma Protection insurance protects you against specified injuries and conditions that you may be exposed to on a daily basis by paying you a lump sum upon diagnosis. Total and Permanent Disability insurance protects you against long term disability by paying you a lump sum when you are unable to ever perform your normal occupation ever again. Life insurance protection provides protection for your family by paying a lump sum in the event of your death. All of these services insure your future is safe-guarded, and we are here to help you secure this.

Income Protection Insurance

Income Protection insurance protects your income in the event that you suffer short, medium or long term sickness or injury. It will pay you an agreed monthly benefit of up to 75% of your income and in most cases is tax deductable.

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Trauma Protection Insurance

Trauma Protection insurance protects you against specified injuries and conditions that you may be exposed to on a daily basis by paying you a lump sum upon diagnosis. An example of some of the conditions covered under this type of protection include needle stick injury, blood borne diseases, cancer, heart attack and stroke.

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Total and Permanent Disability

Income Protection insurance protects your income in the event that you suffer short, medium or long term sickness or injury. It will pay you an agreed monthly benefit of up to 75% of your income and in most cases is tax deductable.

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Life Insurance Protection

Life insurance protection provides protection for your family by paying a lump sum in the event of your death.

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The value of financial advice

We provide comprehensive independent financial advice that helps clients to get the most from their finances.
We bring together a wealth of experience and industry-leading qualifications, and turn our knowledge into results for our clients.“Alwaysdoing the right thing, in the best interest of our clients”

Portfolio Value

Tax efficiency Minimise Fees.
Rebalancing & monitoring activity.
Portfolio risk/return characteristics.

Psychological & Emotional Value

Trust in adviser & markets.
Success & sense of accomplishment.
Behavioural coaching
Confidence / feeling financially secure

Financial Value

Saving & spending behaviour.
Debt levels.
Retirement planning.
Insurance & risk management.
Legacy estate planning

The benefits of working with Sherrin Partners

Tailored

Your financial plan is firs and foremost a strategic document that has been formulated specifically for you to achieve your goals

Expert Knowledge

You'll be engaging the services of a qualified, experienced and professional team.

Peace of Mind

Your strategy has beeen thoroughly researched, preapared to meet your individual need and is backend by a finance professional.

Our Process

Our unique Structured Advice Model (SAM) helps you articulate your values, goals, relationships and priorities. From there, we work together on investment strategies that are tailored to your lifestyle and financial goals; and, over time, the strategy is reviewed and tweaked as new opportunities arise.

Understand your needs and define the scope of engagement
Understand your needs and define the scope of engagement

Make a booking for a free consultation with an adviser. We will let you know what you need to bring to the meeting, where you’ll share details about your current position, financial and lifestyle goals, etc. This will provide a good understanding not only of your finances, but also your values, key relationships, and concerns. From here, we’ll advise on the ‘health’ of your finances and how you may be able to achieve alignment with your overall goals.

Define specific personal and financial goals, gather data
Define specific personal and financial goals, gather data

If you’re happy to proceed, we start working on a personalised financial strategy for you.

This will typically involve a combination of superannuation, taxation, investment, insurance and wealth creation strategies, all customised to suit your unique situation.

Review and revise the financial plan
Review and revise the financial plan

We consider regular reviews an integral part of the wealth-creation process; tracking progress towards goals, tweaking investment strategies as new opportunities and risks arise, and adjusting plans as life situations change is essential.

Analyse and evaluate data, determine strengths and weaknesses of current position

We will then prepare a Statement of Advice document containing our recommendations. Our fees are always discussed upfront with you before doing this.

Analyse and evaluate data, determine strengths and weaknesses of current position
Create and implement your financial action plan
Develop and present the financial plan to achieve your goals

We consider regular reviews an integral part of the wealth-creation process; tracking progress towards goals, tweaking investment strategies as new opportunities and risks arise, and adjusting plans as life situations change is essential.

Develop and present the financial plan to achieve your goals

Together, we start implementing the strategic plans as you take the first concrete steps to achieving your goals.

Develop and present the financial plan to achieve your goals

Understand your needs and define the scope of engagement

Make a booking for a free consultation with an adviser. We will let you know what you need to bring to the meeting, where you’ll share details about your current position, financial and lifestyle goals, etc. This will provide a good understanding not only of your finances, but also your values, key relationships, and concerns. From here, we’ll advise on the ‘health’ of your finances and how you may be able to achieve alignment with your overall goals.

Define specific personal and financial goals, gather data

If you’re happy to proceed, we start working on a personalised financial strategy for you.

This will typically involve a combination of superannuation, taxation, investment, insurance and wealth creation strategies, all customised to suit your unique situation.

Analyse and evaluate data, determine strengths and weaknesses of current position

We will then prepare a Statement of Advice document containing our recommendations. Our fees are always discussed upfront with you before doing this.

Develop and present the financial plan to achieve your goals

Together, we start implementing the strategic plans as you take the first concrete steps to achieving your goals.

Create and implement your financial action plan

We consider regular reviews an integral part of the wealth-creation process; tracking progress towards goals, tweaking investment strategies as new opportunities and risks arise, and adjusting plans as life situations change is essential.

Review and revise the financial plan

We consider regular reviews an integral part of the wealth-creation process; tracking progress towards goals, tweaking investment strategies as new opportunities and risks arise, and adjusting plans as life situations change is essential.

1. Understand your needs and define the scope of engagement
2. Define specific personal and financial goals, gather data
6. Review and revise the financial plan
3. Analyse and evaluate data, determine strengths and weaknesses of current position
5. Create and implement your financial action plan
4. Develop and present the financial plan to achieve your goals
Understand
Understand your needs and define the scope of engagement

If you're happy to proceed, we start working on a personalised financial strategy for you.

This will typically involve a combination of superannuation, taxation, investment insurance and wealth creation strategies, all customised to suit your unique situation.

Define
Define specific personal and financial goals, gather data

If you're happy to proceed, we start working on a personalised financial strategy for you.

This will typically involve a combination of superannuation, taxation, investment insurance and wealth creation strategies, all customised to suit your unique situation.

Analyse and evaluate
Analyse and evaluate data, determine strengths and weaknesses of current position

We will then prepare a Statement of Advice document containing our recommendations. Our fees are always discussed upfront with you before doing this.

Develop
Develop and present the financial plan to achieve your goals

Together, we start implementing the strategic plans as you take the first concrete steps to achieving your goals.

Create and implement
Create and implement your financial action plan

We consider regular reviews an integral part of the wealth-creation process; tracking progress towards goals, tweaking investment strategies as new opportunities and risks arise, and adjusting plans as life situations change is essential.

Review
Review and revise the financial plan

We will then prepare a Statement of Advice document containing our recommendations. Our fees are always discussed upfront with you before doing this.

Our Benefits

Our customer orientated attitude means our clients see benefits that are rarely enjoyed elsewhere. We offer you access to tailored insurance solutions, protection options that are unique to your industry, affordable, considered and appropriate advice, specialised advisors, time efficient procedures and peace of mind with our thoroughly researched strategies.

  • Access to tailored insurance solutions, especially if you are a graduate.
  • Access protection options that are unique to your industry – i.e., needle stick injury.
  • Receive affordable, considered and appropriate advice.
  • Work with a specialised adviser who tailors your strategy to your individual needs, goals, and lifestyle .
  • Save your valuable time with a streamlined, convenient, and efficient process.
  • Receive a thoroughly researched strategy that provides you with peace of mind.
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YOUR TRUST, OUR FINANCIAL EXPERTISE

Get started with a discovery call and take the steps to secure your financial future.
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