Shane Lenehan

Belfast Wealth Management

Silver
15 Yrs Experience
Port Fairy, VIC 3284
My aim, as part of the Belfast Wealth team, is to offer an exceptional level of service, and experience, for my clients. Everything relates to the long term journey; how we assist our clients on their path to financial security in retirement. We want to ensure you have choices in life, so that you can do whatever it is that you aspire to, and that you have the financial security and peace of mind to do that without worry or fear for the future. Quite simply, I care about my clients; their lives, and what's important to them is important to me. We offer full Financial Services including Financial Planning and Mortgage Broking. We are fee for service only for Financial Advice. Our investment philosophy revolves around giving clients back the control of their investment portfolios, and to ensure transparency, liquidity and above all else, safety. We work with a smaller number of clients, to ensure that advice is individually tailored, and you get advice that is right for you, and no-one else. Good Advice can take you anywhere.

Expertise

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Redundancy
  • Aged Care
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Recent reviews

At a glance

  • Adviser status Silver
  • Rating 4.90
  • Number of reviews 3
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Advanced Diploma of Financial Services (Financial Planning)
  • Language spoken
    • English

Belfast Wealth Management

Shop 4, 22 Bank St
Port Fairy, VIC 3284

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Belfast Wealth Advice Pty Ltd

AFSL 531587

4.90
3 Reviews
5
4
3
2
1
5.00
Clear communication
4.65
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—3 of 3

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5.00

"Note I do have a problem with complicated financial language and feel totally confident in his decisions re my finances as communicated and actioned to/for me by him are appropriate to my wealth strategies. I have had outstanding good service and advice from Shane communicated in clear language clearly understandable. He is aware I have some difficulties with complex lending/legal communications and he successfully endeavours to make sure I understand. Having visited both Shane and other staff at Belfast Wealth I am confident that the firm has high levels of leadership and is most capable of managing my resources effectively in an understandable and pleasant series of discussions. Shane and his staff come across as being highly qualified with excellent strategies to ensure decisions made by me are fully understandable I have full trust in his management of my finances. He uses communication technology most effectively during discussions.A cup of tea or coffee at the beginning of such sessions is always appreciated. I totally agree with this statement: regarding Belfast Wealth and Shane's leadership . 'Shane has given me advice in areas including loan products, self managed super funds and managing debt. Shane was usually able to explain things to me in a clear way. Through Shane's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Shane's full care and attention when I needed it.' John Walker"

  • Managing Debt
  • Retirement & Pension
  • Margin Lending
  • Complex Investments
  • Tax Strategies
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
4.75

"Shane has provided my husband and I advice in wealth creation and assistance in achieving our goals toward a successful financial retirement. We have sought advice in building our share portfolio, transitioning to retirement and adhering to the current government regulations within the superannuation framework. After having had previous experience with other financial advisers, we feel Shane has been able to provide us with a more tailored experience to meet our individual requirements."

  • Superannuation
  • Retirement & Pension
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Shane is always there when I need anything remotely financial and has an ability to make the complex seem simple!"

  • Superannuation
  • Retirement & Pension
  • Self Managed SuperFunds
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—3 of 3

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

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Margin Lending
  • Cashflow & Income
  • Complex Investments
  • Tax Strategies
  • Growing Assets
  • Wills & Estates

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2021

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2003

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Mentor Education
Completed
2015

Margin Lending and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2012

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP

Financial Planning Association of Australia (FPA)

Membership type
AFP
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