Having worked in the financial planning industry for over 10 years, I have gained insight from working with both some of Australia’s largest providers to small boutique practices. The world is changing at a quicker pace than most can keep up with and Ripple Wealth was born from the desire to help both individuals and families adapt to these changes to ensure the best lifestyle and financial outcomes are achieved.
Every decision we make causes a Ripple Effect throughout the rest of our lives and many of these decisions are made without appropriate knowledge, research or information. At Ripple Wealth, my focus is to provide truly holistic advice to ensure every decision made is constantly moving toward achieving all lifestyle and financial goals.
On a personal note, I am never far from the ocean and share a passion for all things outdoors. I am an avid traveller, having explored 30+ countries with a never ending desire to delve into new cultures or adventures (although this is obviously on hold for the time being…).
Shaun has given Myself and my husband advice on investment and asset growth, life insurance and superannuation, as well as advice on how to pay down a debts. He is always helpful and knowledgeable. He always answers my questions quickly. The plan he has drawn up for us to maximise our money in retirement is easy to follow and implement. If you are looking for a financial planner, I would not hesitate to recommend Shaun.
My partner and I would highly recommend Shaun as a financial adviser. He was able to provide us with tailored advice on super funds, investment and insurances which was explained in a way that we could easily understandable. We are confident Shaun not only has knowledge and experience, but is honest and thorough with his advice. Shaun is very honest, friendly and thorough which is what we were looking for in a financial adviser. Not only this he is very responsive when we contact him and flexible with appointment times.
Shaun is a very good operator and helped us finding the best suited insurance and explained us very well our fund profolio.
Shaun has given sound advice in the areas of superannuation, loan products and income protection. He is able to explain things in different ways so that we are able understand them. He is always available to contact should we need advice.
Shaun is very proactive and helpful at explaining things that aren't clear, following up diligently when something needs attention - he's sorted numerous problems in moving insurance and superannuation and offered advice on loans and SMSFs.
- Adviser status Platinum
- Number of reviews 19
- First year providing advice 2015
- Years of experience 8
- Certified Financial Planner (CFP)
Ripple Wealth Pty LtdSuite 4, 70 Croydon St
Cronulla, NSW 2230
Walker Lane Pty Ltd