My view of Financial Planning is that it’s not just a job or a role, it’s a privilege and one that I don’t take lightly.
I aim to take the stress and worry away, leaving more time to enjoy and be present with the things that matter most and actually make you happy.
During my previous career working in Intelligence in the Australian Army and as a Private Defence Contractor, I saw people make Financial decisions which often didn’t lead to feelings of security or enjoyment of the fruits of their labour. In a lot of cases, they lost control of their lives and spent a lot of time worrying about if they made the right decision.
My intention is for every one of my clients feeling as if they are understood and they don’t need to worry about their financial situation (unless they enjoy doing so!).
I believe in the importance of a solid plan for everyone and you can’t be your own coach. I particularly enjoy helping people grow their money, reducing debt, planning for tax, helping tie your business goals in with your personal dreams and making sure that you’re taking advantage of every possible tool at your disposal for retirement (whatever that means to you).
The most rewarding part is coming up with a personalised plan, explaining it in understandable language and then working closely with you. Keeping you accountable with the big picture in mind and being there to celebrate with you when you meet those goals, through good times and bad.
I’ve also spent considerable time helping with the challenges involved when a loved one enters Aged Care. Having experienced grandparents downsizing their home of 40 years, move into a Retirement Village and then Residential Aged Care, I’ve seen how stressful a time these different stages can be.
My aim is to simplify all the different fees, decisions about the home, Centrelink and handle the details to free up more of your time, so you won’t have to add financial stress to what is usually the hardest part of your dear one’s life. I’ve had a lot of experience looking after entry into Aged Care in the Eastern Suburbs of Melbourne and love working in this area.
Shaun is a Certified Financial Planner and holds a Bachelor of Commerce from Monash specialising in Finance and Economics. In November 2017 Shaun received the top mark in the country amongst his peers for CFP1: Professionalism, the CFP designation is the highest designation a financial planner available worldwide.
Shaun also holds an Advanced Diploma in Financial Planning and is an ASX Accredited Listed Product Adviser.
Shaun helped our family navigate the incredibly complex world of government rules/regulations associated with entry into the aged care system prior to 2014. He listened attentively and sought to accurately understand our circumstances, investigated all our options and thoroughly weighed their relative merits, communicated this clearly to us, and supported us in executing our plan. He also helped facilitate referrals to other specialists. Not only do we recommend him highly on the basis of his expertise, but also because of his warm, friendly and approachable manner.
From the first meeting I had with Shaun,I was confident that Shaun's knowledge and experience was broad enough to allow him to choose the best option for my needs .He lifted a great load of my shoulders .
Shaun was very patient with us in our online conference which started off in a bit of a chaotic state. He was then able to explain about the options we have, and listened to what we wanted our next steps to be. We have not completed the process as yet, but look forward to working with him again soon.
Shaun is very knowledgeable about a range of options. Explained different scenarios and options in layman’s terms. We are looking forward to future consultations with Shaun.
Shaun was excellent with helping me setup my new Business and insurances. As a ex member of Defence he really understood and spoke the same language as I do. Definitely recommend!
- Adviser status Gold
- Number of reviews 14
- First year providing advice 2015
- Years of experience 8
- Certified Financial Planner (CFP)
Journey Wealth Pty Ltd430 Little Collins St
Melbourne, VIC 3000
Leishman Financial Services Pty Ltd