Shaun Ganguly

Journey Wealth Pty Ltd

Gold
7 Yrs Experience
Melbourne, VIC 3000
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.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Shares & Investments
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Cashflow & Income
  • Expat Finance
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 4.75
  • Number of reviews 14
  • First year providing advice 2015
  • Years of experience 7
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Journey Wealth Pty Ltd

430 Little Collins St
Melbourne, VIC 3000

Licensed by

Leishman Financial Services Pty Ltd

AFSL 227747

4.75
14 Reviews
5
4
3
2
1
4.80
Clear communication
4.55
Knowledge & expertise
4.80
Customer care
4.85
Likely to recommend
Showing reviews 1—10 of 14

Sort by

5.00

"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."

  • Government Assistance
  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"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 ."

  • Retirement & Pension
  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.25

"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."

  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Cashflow & Income
  • Small Business Advice
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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!"

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Self Managed SuperFunds
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"Shaun has given our family advice in aged care financing. Shaun was always able to explain things to us in a clear and precise way. Shaun has extensive knowledge in aged care planning and his network within the aged care industry has been truely worthwhile. He has taken all the worry out of us dealing with complicated matters and making applications through government and aged care agencies."

  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Shaun is providing my family with advice about residential aged care for my father. Shaun has a high level of expertise in this area and explains the issues and options very clearly. He is an excellent listener and really focuses on our situation. We feel very confident about continuing to receive high quality advice from Shaun that meets our needs."

  • Aged Care
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Shaun was very professional. He gave me a clear and concise explanation about what my existing policy entailed and how he could optimise this moving forward. Always got back to me same day. Top notch!"

  • Insurance Protection
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"A friend recommended I see Shaun about Financial Advice and getting ahead. I thought it would just be the usual Retirement stuff and charging me heaps of money to tell me to add to Super. Instead we spent more time talking about what I actually want to achieve, what's important to me now, breaking down things like where my money's going, how to start now and the longer term impact of changes now. It put a lot of things in perspective and helped with my own direction. All in all - highly recommended and I'm looking forward to working with Shaun and am already encouraging more people I know to do the same."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Cashflow & Income
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.50

"'I found the meeting with Shaun very interesting. Everything was explained very clearly and questions that I asked were answered exceptionally well. I felt very comfortable listening to Shaun. He did not have to stop and think how to reply to anything that I asked.'"

  • Cashflow & Income
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—10 of 14

My clients have reviewed me based on the following areas of advice

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Bachelor of Commerce

Level
7 - Bachelor Degree
Institution
Monash University (MON)
Completed
2009

Margin Lending

Level
0 - Training / Exam / Other
Institution
Monarch Institute
Completed
2015

Diploma of Financial Planning (1-8)

Level
5 - Diploma
Institution
Monarch Institute
Completed
2014

Certified Financial Planner (CFP)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Financial Planning Association of Australia (FPA)
Completed
2018

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Monarch Institute
Completed
2015

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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