SWU Group

Overview

SWU Group describes itself as a boutique multi-family office that uses a co-investment and co-strategy model to support wealth preservation across multiple generations. It serves busy families and also helps regular families structure finances, protect assets, plan for retirement and manage tax reporting.¹

History

Simon Wu founded the business in 1986. It has grown from a public-practice accounting firm into a broader group offering financial advice, estate planning and credit services.¹

Leadership

Simon Wu is Founding Chairman and Chief Financial Adviser, with expertise in accounting, financial advisory, estate planning, credit advisory and portfolio management.²

Jonathan Wu is Executive Director, Senior Financial Adviser and Chief Operating Officer. His expertise includes financial advisory, estate planning, credit advisory and portfolio management.²

Benny Huang is Manager, Accountant and Associate Adviser, with expertise spanning accounting, estate planning, credit advisory, financial advisory and portfolio management.²

Services

SWU Financial Planning provides holistic advice across investments, superannuation, retirement planning, cash-flow planning and insurance. The firm says its financial-planning team includes Certified Financial Planners and Certified Practising Accountants with financial-planning and self-managed-super-fund specialisations.³

Accounting services cover accounting and tax returns, tax advice, company and trust formation, and self-managed super funds.⁴

The estate-planning practice advises on wills, powers of attorney, enduring guardianship, advanced health directives and testamentary trusts. SWU says it can provide advice, design and implementation within one engagement.⁵

SWU Credit Advisors assists with home loans, investment-property loans, commercial loans, and equipment and motor-vehicle finance.⁶

What the firm offers

• Financial planning
• Tax planning
• Risk and insurance
• Retirement planning

Client Focus

SWU Group works with busy families and supports families seeking help with financial structuring, asset protection, retirement planning and tax reporting.¹

Approach

The firm describes its approach as a co-investment and co-strategy model designed to support wealth preservation across multiple generations.¹

Registration

SWU Financial Planning Pty Ltd states that it is a corporate representative of Personal Financial Services Limited, Australian Financial Services Licence 234459.⁷

FAQs

Related resources

• LocationMultifamily offices in Australia

  This Australia focused directory helps families compare the kinds of firms serving wealthy households and business owners. It gives context for assessing whether SWU Group's mix of co-investment, financial planning, tax planning, insurance, and retirement advice fits a multigenerational wealth plan.

• GuideMultifamily office services

  This overview explains the service areas commonly offered by multifamily offices. Use it to check how SWU Group's financial planning, tax planning, risk and insurance, and retirement planning could relate to your family's wider wealth arrangements.

• Network siteFamilyOffices.com

  FamilyOffices.com provides resources and a community for single family offices and wealthy families. Its material can help a family or business owner understand common governance, investment, and succession questions before discussing SWU Group's family wealth services and co-investment approach.

• GuideMultifamily office fees

  This fees guide outlines the common ways multifamily offices may charge for advice, administration, investment work, or related services. Reviewing it can help a prospective SWU Group client prepare questions about costs across financial planning, tax planning, insurance, retirement, and family wealth support.

• Similar firmsMorrows
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  Profiles of Morrows, Odin Financial Pty Ltd, and Fortress Family Office offer comparison points when reviewing firms on this site. Looking across their stated services and client focus can help a family or business owner frame questions for SWU Group about co-investment, advice, and multigenerational wealth preservation.

Sources

1. SWU Group, About
2. SWU Group, Team
3. SWU Group, Financial Advice
4. SWU Group, Accounting
5. SWU Group, Estate Planning
6. SWU Group
7. ASIC, Australian Financial Services Licence reference

Claim or correct this profile

This profile is a factual summary written in our own words from public sources. It is for information only. It is not an endorsement, rating, ranking or recommendation, and it is not investment advice. MultiFamilyOffices.com is not affiliated with the SEC or with this firm unless stated. Form ADV figures are self-reported by the firm.