Trusted Financial Advice in Geelong & Ballarat
We help you achieve financial success and security
Planning is important because if you don’t know where you’re going, you’ll probably end up somewhere you never intended. We work closely with you to identify what you hope to achieve in the future.
Strategic planning involves the development of financial strategies to help maximise your wealth, reduce your tax, establish retirement income streams and maximise your social security benefits.
We develop rational investment plans, individualised to your circumstances. We have no product alliances and are not pushy sales agents.
Protecting your wealth is important as we are all susceptible to the dangers life throws at us. Being adequately insured will assist with the preservation of your wealth and the prevention of financial hardship.
“Made financial mistakes in the past?... It’s okay, we’re here to help, not judge”
Shaun is a financial planner in Geelong and Ballarat. He also offers an online meeting service for those who cannot meet in person. Shaun believes all Australians should have the ability to obtain financial advice that is of a high quality and not influenced by product providers. He has been helping Australians with their financial affairs since 2003.
Shaun also holds a Diploma of Financial Services (Financial Planning) and an Advanced Diploma of Financial Services (Financial Planning).
Having a rare academic record, which includes Degrees in both Finance and Mathematics, demonstrates Shaun's pedigree as being one of the most sought after advisers in the country. He believes we all have the ability to pursue happiness and achieve financial freedom.
Shaun is married with three children. He is a family man who believes in old fashioned family values. Apart from his family and business, Shaun's interests include keeping fit and travelling.
Unsure if you will have enough money to retire? We aim to make this happen and guide you through your retirement journey. We have helped hundreds of people retire just like you.
"Shaun is so easy to deal with and very knowledgeable. He helped us understand our family's financial position and how to make the most of our assets and investments. Talking to him took a huge weight off our shoulders as he has given us a clear and practical strategy to follow."
"Having been with another Financial Adviser group previously it is great to have someone interested in what I need and reports that are not just printed off general document. Shaun is always accessible and will return calls within a day if not hours. I have recommended and will continue to recommend Shaun to anyone seeking financial advice."
"We have been clients of Shaun for approx. eight years. We have always found him to offer relevant advice and understand our goals and where we wanted to aim for our future retirement. Shaun has been able to guide us in achieving our goals. We still rely on him to help and advise us in our financial planning. Shaun gives us advice and understands US. We would recommend Shaun as he offers sound advice in all matters and is available if we need an appointment or a quick "chat" on the phone.”
- Maree & Chris
"Shaun has taken care of our self-managed super fund since I retired 8 years ago. My wife and I have been extremely pleased with his advice and assistance with all of our financial concerns. His knowledge and expertise in investing our lump sum wisely has been wonderful. It is so satisfying to know that this important area of our lifestyle has been thoroughly planned out. Shaun's friendliness and patience when explaining all of our financial concerns has been excellent. Therefore we have and would, confidently recommend Shaun to anyone looking for a Financial Adviser that is genuinely able to work with you to formulate an individual plan that best suits your future needs."
- Jeff & Christine
"Shaun has given us advice on superannuation, self-managed super fund and some helpful information and direction after selling some land around our existing property. If in need of a catch up, he always makes himself available. He always returns emails promptly or returns calls when necessary. He explains things in a way that we can understand and we are confident with his advice."
- Peter & Gayle
"Shaun clearly explains his advice that is tailored to our individual needs and situation. He always remains abreast of changing legislation and provides advice and an action plan that ensure the best outcome possible. Shaun’s communication is always timely and appropriate to our requirements. His service is prompt and of a high professional standard."
- Gaynor & Cliff
We are here to work in your best interests.
Our experience and academic record speaks for itself.
We pride ourselves on customer service. We are here to serve you.