What We Do

Backed by a strong network of relationships with top local and international financial institutions, Sheppard has been providing clients with the best personalised financial solutions in for more than 14 years. With our extensive experience, advanced technology, and comprehensive services, we are committed to delivering results. Let us help your dreams of tomorrow become a reality today.

Insurance Brokers

When focusing on the complexities of your financial situation, it can be easy to overlook the value of insurance. Our independent advisors are committed to obtaining the most appropriate coverage to satisfy all of your distinct needs.

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Retirement Planning

Designed for investors preparing for future retirement, we have provided the ideal tax-managed solution to enable you to start investing in accordance with your personal values and goals.

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Estate Planning

Death is the only thing in life that is certain. Let us help your loved ones to seamlessly transition your legacy during those difficult times. We can help you devise a plan that will incorporate the most effective trust scenarios or transfer on death accounts.

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Investment Services

Our wealth management team will work closely with you to gain an in-depth understanding of your circumstances and guide you through the investment process involved in wealth creation, preservation, and growth.

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