Shakespeare Financial Group

What Shakespeare Financial Group does

Shakespeare Financial Group is a privately-held integrated financial services firm headquartered in West Perth, Western Australia, in continuous operation since 1983. The firm serves Perth-based SMEs, individuals, SMSF clients, and property buyers through four service pillars: Chartered Accountants (accounting, tax consulting, business advisory, bookkeeping), Financial Services (retirement planning, investment advice, insurance, superannuation), SMSF Superannuation Services (formation, administration, strategy), and Leasing & Mortgage Solutions (residential, commercial, asset finance). Operations are delivered by a team of over 75 accountants and financial specialists, with regional coverage through a Broome office and regular South West Region visits.

The business model is professional services-driven: revenue is generated through chartered accounting fees, financial planning fees, SMSF administration fees, and broker commissions from lending activities. The firm operates a sales-led go-to-market motion combining direct outreach, educational seminars, community sponsorships, and a referral-based acquisition channel. Services are quote-based with complimentary introductory consultations, and pricing is not publicly disclosed. The corporate structure comprises multiple wholly-owned subsidiaries - Shakespeare Partners Pty Ltd (primary entity), Shakespeare Financial Services Pty Ltd, SFS Licence Pty Ltd, and Shakespeare Leasing & Mortgage Solutions Pty Ltd - organised to support the distinct licensing, advisory, and credit activities of the four pillars.

The technology stack is conventional for an Australian mid-tier practice: Xero serves as the primary accounting and bookkeeping platform, with MYOB offered as a secondary client portal. The firm's own Client Portal provides self-service access to documents and reports. There is no proprietary technology platform and no disclosed AI/ML capabilities. Geographic reach is restricted to Western Australia, with all senior leadership, marketing, and operations anchored in the Perth metropolitan area.

Name

Shakespeare Financial Group

Legal name

Shakespeare Partners Pty Ltd

Website

https://shakes.com.au

Company type

Private

Founded year

1983

Operating status

Operating

Headcount range

51–100 employees

Short description

Shakespeare Financial Group is a West Perth-based integrated financial services firm delivering chartered accounting, financial advisory, SMSF superannuation, and lending solutions to Western Australian SMEs and individuals through a 75+ specialist team.

Ownership category

akta.pro rank

Product category

Chartered Accounting and Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Trust, Fiduciary, and Custody Activities (523991)

SIC

Loan Brokers (6163)

akta.pro primary industry

Debt & Structured Finance / Mortgage Brokerage (BPAJABAK)

akta.pro secondary industries

Commercial Mortgage Brokerage (FSAEAEAB), Full-Service Retail Brokerage & Wealth Platforms (FSAAAAAA)

Keywords

• Chartered accounting
• Financial advisory services
• SMSF administration
• Mortgage brokering
• Business tax consulting

Headquarters

HQ city

Perth

HQ country

Australia

HQ region

Oceania

Offices2 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Chartered Accounting Services: Professional accounting services including tax consulting, business advisory, and bookkeeping for businesses and individuals in Western Australia.
2. Financial Planning Services: Retirement planning, investment advice, insurance, and superannuation services generating fees and potentially commissions.
3. SMSF Services: Self-managed superannuation fund formation, administration, and strategy services for SMSF clients.
4. Leasing and Mortgage Solutions: Residential loans, commercial loans, and asset finance brokering services generating broker fees and commissions.

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Shakespeare Financial Group is a West Perth-based financial services firm operating across four pillars: Chartered Accountants (accounting, tax, business advisory, bookkeeping), Financial Services (retirement planning, investment advice, insurance, superannuation), SMSF Superannuation Services (SMSF formation, administration and strategy), and Leasing and Mortgage Solutions (residential loans, commercial loans and asset finance). The firm delivers these services via a team of over 75 accountants and financial specialists to Perth businesses and individuals across Western Australia.

Product overview

Shakespeare Financial Group operates as a unified financial services firm built on four core pillars: Chartered Accountants, Financial Services, SMSF Superannuation Services, and Leasing and Mortgage Solutions. The firm also provides a Client Portal for self-service access. These integrated service lines enable Shakespeare to deliver holistic financial solutions combining accounting, tax, investment, superannuation, and lending services to Perth businesses and individuals across Western Australia.

Differentiator

Problem solved

Functional benefit

Brands

• Shakespeare Leasing & Mortgage Solutions: Specialized division providing residential loans, commercial loans, and asset finance solutions
• Shakespeare Superannuation Services

Products and services

• Chartered Accountants Core accounting and advisory service offering accounting, tax consulting, business advisory, and bookkeeping to Perth businesses and individuals.
• Financial Services Financial advisory pillar covering retirement planning, investment advice, insurance, and superannuation for individuals and businesses.
• SMSF Superannuation Services Self-managed superannuation fund services including SMSF formation, administration, and strategic planning for retirement and estate purposes.
• Leasing and Mortgage Solutions Loan and financing services offering residential loans, commercial loans, and asset finance solutions for property and business equipment purchases.

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration2 records

Partnerships

Five partnerships are on record, tiered minor.

• Peloton WorkReadyminorGTM or Marketing Partner · 26 July 2023Presented at Shakespeare client seminar on overseas recruitment. Peloton WorkReady has been providing Australia with highly qualified candidates for over a decade, placing over 7,000 workers globally in trades, operators, and technical specialists.
• Absolute ImmigrationminorGTM or Marketing Partner · 26 July 2023Presented at Shakespeare client seminar. Absolute Immigration has 20 years of experience assisting over 40,000 people and hundreds of companies with skilled workers from overseas.
• GiideminorGTM or Marketing Partner · 26 July 2023Presented at Shakespeare client seminar. Giide is a leading provider of professional recruitment outsourcing solutions dedicated to finding the right people for business needs.
• AussieOSminorGTM or Marketing Partner · 26 July 2023Presented at Shakespeare client seminar. AussieOS has conducted over 1,200 relocations across Australia as a Global Mobility Consultancy specializing in relocation programs and cultural training.
• Opulen AccountingminorGTM or Marketing Partner · 22 September 2022Co-hosted superannuation seminar with Opulen Accounting at their Subiaco office boardroom. Joint educational event on SMSF contributions for advisers.

Scale indicators3 records

Recent moves6 records

Expansion highlights4 records

Direct peers

• Crowe Australasia: Mid-tier accounting and advisory network with full-service offerings spanning tax, business advisory, SMSF, and financial planning across Australia. Closely comparable to Shakespeare's integrated four-pillar model with similar client profiles.
• Pitcher Partners: Australian mid-tier accounting and advisory network offering tax, business services, and wealth advisory. Directly comparable — Shakespeare's Chris Lyons was previously a Director in Pitcher Partners' Tax Division, indicating overlapping service lines and client segments.
• RSM Australia: Mid-tier accounting and consulting firm providing audit, tax, advisory, and wealth management services to Australian SMEs. Comparable in scale, integrated service offering, and target SME client base.
• William Buck: Australian mid-tier accounting and advisory firm offering tax, business advisory, and wealth services with strong regional presence. Comparable integrated service model serving SME and HNW segments similar to Shakespeare's client mix.
• HLB Mann Judd: National mid-tier accounting and business advisory network with tax, audit, and wealth services. Comparable integrated advisory model and SME/mid-market client focus, with similar firm-level scale.
• Prosperity Advisers: Australian accounting and wealth advisory firm offering integrated tax, business advisory, and financial planning services. Comparable in integrated service model and SME/HNW client segments.
• Godfrey Pembroke: Australian financial advice and wealth management group focused on retirement, investment, and SMSF advice. Comparable to Shakespeare's Financial Services and SMSF pillars — Rachelle Misich previously worked at Godfrey Pembroke.

Broad incumbents

• BDO Australia: Larger international accounting and advisory network with full-service tax, advisory, and wealth offerings in Australia. Comparable service breadth but operates at meaningfully greater scale across multiple states.

Regional players

• Pilot Partners: Brisbane-based chartered accounting and business advisory firm with tax, audit, and wealth services. Comparable mid-tier professional services model though operating in Queensland rather than Western Australia.

Others

• Xero: Cloud accounting platform that Shakespeare integrates with for client bookkeeping services. While not a direct competitor to advisory services, Xero represents the technology backbone Shakespeare relies on and a potential competitive threat if it expands further into advisory.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

• Facebookfacebook.com/ShakespearePartners
• LinkedInlinkedin.com/company/shakespeare-partners
• Instagraminstagram.com/shakespearepartners

Revenue estimate

Valuation estimate

Number of profiles

Profiles8 records

Subsidiaries3 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Shakespeare Financial Group