WE ARE SHAPE FINANCIAL
Helping Shape your financial future.
Welcome to Shape.
We’re here to help you achieve your financial goals and give you a solid foundation to start ‘Shaping’ your future. We pride ourselves on the relationships we build with each and every one of our clients making sure we understand their needs to put their financial uncertainties at ease.
Each client’s confidence in their financial position is the pinnacle of our business endeavour as we combine our industry expertise with bespoke advice. We can help you to manage your finances, grow your superannuation and investments, and ensure you have financial protection in place.
At Shape, we provide bespoke financial advice and tailor a plan to suit your individual situation and goals. We love helping people, and there’s no better way to enjoy life than with the peace of mind and confidence knowing that you’re in good financial ‘Shape’.
With vast industry knowledge and experience, we know how to help you achieve your goals and feel confident about your financial future.
Meet Shane
With over 10 years of experience in the financial industry, Shane brings together a wealth of knowledge to provide clients with any level of advice they might need.
Previously having worked at Asteron Life (Suncorp) and BT Financial (Westpac) in Business Development roles, Shane has helped other advisers manage their clients and grow their business. Over the years, Shane has gained valuable knowledge and worked to continually expanded his expertise of the industry to translate that into successful strategies for clients. With an abundance of skills under his belt partnered with his passion to help others achieve their goals, Shane ventured out to start his own advisory. Born out of the desire to help others with their goals, Shape Financial came to life in 2017 and has been helping clients ‘shape’ their financial futures.