Shane Bonke

Lifetime Wealth Partners

Gold
14 Yrs Experience
Redcliffe, QLD 4020
As Partner and Senior Financial Adviser with Lifetime Wealth Partners my mission is to help Australian families make smart financial choices that will enable them to achieve not only their financial goals but more importantly, their lifestyle goals as well.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • 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

We are proud to offer fixed advice fees and rebate 100% of commission on any insurance that you may require.

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 5
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualification
    • Bachelor of Commerce (Laws)
  • Language spoken
    • English

Lifetime Wealth Partners

131 Sutton Street
Redcliffe, QLD 4020

Opening hours

  • 9:00am – 5:00pm Monday – Friday

Licensed by

Consultum Financial Advisers Pty Ltd

AFSL 230323

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

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5.00

"Shane has helped us prepare for retirement and now live comfortably in retirement without having to worry about if we are going to have enough money. We allow Shane to worry about our finances and he lets us enjoy our retirement."

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

"Shane was very good at his job and made me feel extremely confident that he was looking out for my best interests."

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

"Shane was very helpful in answering the questions I had in a manner that I could easily understand. I am not the most financial savvy but now have confidence that my finances are being well looked after."

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

"I found Shane to be very knowledgeable and understanding of my needs. His recommendations were explained to me simply but effectively and I have confidence that he is looking after me."

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—5 of 5

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

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Small Business Advice
  • Borrowing
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Margin Leading and Geared Investments

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2010

Advanced Diploma of Financial Planning

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2016

Bachelor of Commerce (Laws)

Level
7 - Bachelor Degree
Institution
James Cook University (JCU)
Completed
2001

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional
Completed
2008

Self Managed Superannuation Funds (SMSF)

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2011

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP
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