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SWU Group in Ultimo, New South Wales | Financial planner



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SWU Group

Locality: Ultimo, New South Wales

Phone: +61 2 9211 0228



Address: 38-39, Level 2, 330 Wattle St 2007 Ultimo, NSW, Australia

Website: http://www.simonwu.com.au

Likes: 63

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25.01.2022 Tomorrow night is budget night. Are you ready to rumble?!?!???!?!? Stay tuned for updates!!!



25.01.2022 Saving is a great habit, but without investing and tracking it just sleeps. Manoj Arora This may be ok for short term spending and rainy days but it wont grow your wealth for which the more deliberate and considered process of investing is required. Can we help achieve your financial success?

25.01.2022 Is this how you feel after this mornings launch of the new iPhone X? Well touch base with us and lets help you achieve your financial success so you never have to feel this way again!!!

24.01.2022 We at the SWU Group believe that investment in illiquid assets can provide a better outcome long term. Liquidity is definitely a cost to any investment!! Do you have any exposure in student accommodation?



24.01.2022 Were getting very close to re-launching our website, and to give you a taste of what we do, take a look at our new youtube channel and video!!!

24.01.2022 Happy Chinese New Year from the SWU Group! We look forward to helping you achieve your financial success in the year of the pig!!!

23.01.2022 Human Capital vs Financial Capital - Are you Utilising it well?



22.01.2022 Our associate director and financial adviser Jonathan Wu was privileged to be the youngest panellist on the adviser forum today sharing his experiences as a business owner as well as how to help everyday Australians achieve their financial potential and success

22.01.2022 Using the green screen to film our new intro!! So much fun!!! Can we help achieve your financial success?

21.01.2022 ### A friendly reminder ### We are holding a #webinar on Friday, 8th May 2020 at 12.00pm. Please find the link below for registration: https://lnkd.in/gHFrQAx... We have designed this #webinar for those who are interested in the #economic situation surrounding #Asia in the aftermath of the #covid19 #pandemic. #fundmanagement #assetmanagement #Asia #market #recovery #pandemic #PCFM

20.01.2022 Our new Youtube Channel is now launched and catch all our latest videos helping you achieve your financial success! Dont forget to like and subscribe!

20.01.2022 Dont let unexpected twists stop you from achieving your financial success. Protect your family today 02 9211 0228



20.01.2022 Looking for a family office to help achieve your financial success? Make sure there is succession planning to look after your next generation!!! Contact us today on 02 9211 0228

18.01.2022 Want to see how the property market will play out in 2019?

17.01.2022 2/3 of government bonds globally are negative. What are you doing about it to achieve your financial success in retirement?

16.01.2022 What will 2017 bring? What choices will you make to protect your future and financial success?

16.01.2022 The 2017 Plate clearance is now on at Sydney City Lexus. Take advantage of complimentary on-road costs on selected 2017-plated vehicles. And through me as an ambassador, get free servicing too! Woot woot!

15.01.2022 Weve ended our 4th season of money and you. We will be back again in Feb 2018 with brand new episodes to help you achieve your financial success! Stayed tuned exclusively on TVB Australia!

13.01.2022 Well this is one way to think about super, but remember dont neglect it!!!!

12.01.2022 When was the last time you did this? Invest in yourself to achieve YOUR financial success!!!

12.01.2022 Free Financial Advice Consultations! In 2018, our TV show Money and You that airs on TVBA are looking for people who would like to share their financial journey on one of our episodes. As part of this, we will be giving that family a free financial advice consultation worth over $500! Drop us a line on 02 9211 0228 or email us at [email protected] if you are interested!

12.01.2022 Its Monday, whats on your mind this week? Financial success for your family maybe?

12.01.2022 Do you feel this way about your accountant? why dont you consider a financial adviser? Let us help you achieve your financial success!!! (02) 9211 0228 [email protected]

11.01.2022 Happy Chinese New Year from the SWU Group! (Courtesy of TVBA)

09.01.2022 Have you started saving for your retirement? Look at when you start saving vs what you have at age 65. Can we help you achieve your financial success? Call us on 02 9211 0228

09.01.2022 New office Signage finally up! Can we help you achieve your financial success?

08.01.2022 Human Capital vs Financial Capital - are you utilizing it well?

08.01.2022 You still have 3 months to take advantage of maximising contributions into super. Have you made the most of it? Dont wait till its too late!Call us on 02 9211 0228 to get a no obligation appointment with one of our advisers!

07.01.2022 Just Been reading a post on Facebook by an industry fund which keeps toting that they are 100% profit for members......in the same way a private health insurance company is a non-profit.....I wish people understood that term more, and that there is a difference between running for free and not for profit. Please be careful of what you read about industry super......

07.01.2022 On top of the awesome pricing through our client privilege program, you will even get 3 years free servicing, hows that????

06.01.2022 New episodes of our show now streaming on TVB anywhere and YouTube! This weeks episode is on asset class based diversification

04.01.2022 so this is our equivalent of a Logie!!! For our TV show "Money and You" now into its 4th season!! Can we help you achieve your financial success?

03.01.2022 Free Webinar - Given ongoing global volatility driven by CoVid-19 and oil-price shocks, we would like to present our opinion on this situation. Ultimately, we need to define as investors whether or not the situation is an event or a trend. In this webinar, we will discuss both the medical and economic perspectives and our outlook for markets. Presented by: Simon Wu (Chairman and Chief Financial Adviser) - SWU Group in Cantonese Register here - https://attendee.gotowebinar.com.../regist/2506223911294142988 CoVid-19 ()-

03.01.2022 Our recent seminar to the third age group at CPA Australian sydney HQ. Helping those nearing retirement define their financial success and securing their nest egg #swugroup #financialsuccess

01.01.2022 something to share around!!!!

01.01.2022 Budget 2017 analysis - TV done!!! Radio next!!!! Wheres my coffeeeeeee?

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