Meet Chris & Marie
"Before we first came to see Shaun, we weren't sure if we could do retirement..."
"Now we're living exactly the same as when we were on two wages and working full time"
Meet Andrew
"I was a single dad after looking after two daughters full time.
Now I was finishing work and moving into retirement.
I wanted to get my finances lined up so I could retire.
"I'm in a stronger position now financially that I didn't think that I was going to be"
Meet Annie & Colin
We were looking to feel better placed for the future
"Now we sit back and we look at our future knowing with comfort that it's in great hands, and it is structured as to how we want it"
Why people believe in us
"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
"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."
Frank
"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."
Pamela
"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
Will you 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.