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