Orrin Shaw

I provide financial advice to a wide range of clients, from aspiring professionals to pre-retirees and retirees looking to enjoy a fruitful retirement. I have recently gone through two years of hands-on learning under the supervision of our Senior Financial Advisor, who has over 30 years of industry experience and holds a CFP designation. My accelerated promotion from Paraplanner to Financial Advisor was achieved by my ability to identify key financial strategies that would allow our clients to achieve their goals sooner. I help our clients identify gaps in their financial plans, provide cashflow solutions, maximise retirement funds, minimise tax and provide peace of mind that their retirement lifestyle will mirror their current lifestyle. Our 4 Step Process: 1. Get To Know You 2. Provide Financial Recommendations 3. Implement Financial Recommendations 4. Review Financial Situation I look forward to working with you. Always remember: "Compound interest is the eighth wonder of the world" - Albert Einstein. It's never too early to start planning for your future. Take the first step towards financial freedom and start making your money work harder for your future.