HELPING SHAPE YOUR FINANCIAL FUTURE.
No matter your situation, we can help you with…
SUPERANNUATION
Still accumulating your super? or, ready for retirement? Get the right advice and strategy to get your super working best for you. We pride ourselves on making this process transparent, making you feel comfortable with our advice.
WEALTH PROTECTION
There are more important things in life than work – your family and lifestyle. Implementing the right protection gives you peace of mind knowing your family are protected whatever life may throw at you.
Mortgage Broking
Buying your First Home? Refinancing for a better rate or want to withdraw equity? We are here to provide a tailored solution and guide you through this process. We compare lenders, negotiate rates, and simplify the process so you can move forward with confidence and expert guidance.
Investments
Whatever your goals, we can help formulate an investment strategy to help grow your portfolio. We will ensure you’re invested in appropriate asset classes for your stage of life and finances.
Asset Finance
Whether you need to upgrade your family car or expand your equipment fleet to keep your business growing, we can find an asset finance solution that suits your needs.
Aged CARE
Considering aged care options? Or helping a loved one make the transition? Get the right advice and strategy to navigate costs, government support, and financial impacts with confidence. We pride ourselves on making this process clear and ensuring you feel comfortable every step of the way.
Cash flow
Figuring out how to create the right budget for your financial circumstances can be overwhelming. We can help you get a handle on spending habits, debt and investments to help you pave the right path forward.
Commercial lending
Business can be extremely challenging, we can offer tailored solutions to assist you with commercial property acquisition, inventory purchases, cash flow lending, and more to keep your business flourishing.
What our Clients THINK
“ Since day 1, Shane has been amazing. He promptly met with us in person to clarify our specific needs and current position. He presented our options in an extremely thorough, clear, concise way that was relevant to us. He has always been extremely friendly & immediately accessible, making us feel as though no question or concern was silly or too difficult. We are so happy with the outcome and feel very confident that we are now in a position where we can live each day happily with the assurance that we are covered no matter what should happen, and “set up” for the future. We would highly recommend Shane as a brilliant financial advisor.”
“Shane has helped me so much with excellent advice, careful but successful investments, and he is always contactable when I have needed urgent advice. I trust him completely and I recommend him unreservedly.”
“Shane has been so helpful from the start and has always been so open and ready to help with any questions I had. It was such a relief knowing I had my Super sorted and managed by a professional. Also knowing I have the right Insurance cover if anything goes wrong takes away so much stress. Highly recommend Shane as an adviser.”
Let’s TALK
If you would like to hear more about how we can help you, please get in touch below.