William Shorte

Verante Pty Ltd

Platinum

18 Yrs Experience

Castle Hill, NSW 2154

About William
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I am a Financial Planner and SMSF Specialist Adviser™. I am serious about educating clients to take back control of their finances and write an educational blog called The SMSF Coach. In 2017 I was named in the Barron's (with The Australian newspaper) Top 50 Financial Advisers. I am on the Board of Directors of the SMSF Association. I write and speak on superannuation, retirement and small business with a focus on intergenerational wealth transfer. I was the winner of SMSF Adviser of the Year NSW - 2017 and 2018. Winner of the IFA Excellence Awards - SMSF Adviser of the Year 2020.

I work with people who are engaged and determined to be self-funded in retirement but we know the safety net strategies as well.

We believe in using the tax, super and legal systems to maximise your wealth and ensure you are structured to make the most of all opportunities. Investments often come last in such planning but we believe in a diversified asset allocation and taking the stress out of investing by having clear long-term goals driving our investment decisions. We hope to add the "sleep factor", where you can rest easy at night knowing exactly how your lifestyle will be funded in future years.

Government Assistance
Superannuation
Insurance Protection
Managing Debt
Retirement & Pension
Self Managed SuperFunds
Margin Lending
Aged Care
Expat Finance
Socially Responsible
Small Business Advice
Borrowing
Tax Strategies
Growing Assets
Wills & Estates
Budgeting

My fees are based on a fee for services provided. To onboard a new client in the current financial and compliance environment requires a great deal of time and effort so we base our fees on a minimum $4,800; additional for more complex services.

5.00 October 2021

Liam is extremely approachable, knowledgeable and provides information in a clear, concise and easy to understand manner. Liam takes the stress out of what can be very complex matters and we feel extremely comfortable under his guidance.

4.50 October 2021

Liam is very able to explain things to us in a very clear way. We are very confident in the advice Liam gives us.

5.00 August 2021

I have been a client of Liam's for many years and he was introduced to me by my former advisor Graeme. I have always had confidence in Liam's ability to provide me with the results and achieve the goals and objectives we set many years ago. Now comfortable in retirement i owe it all to Liam's ability to combine my financial goals with my lifestyle and I appreciate the advice he has given me over the years which has complemented the expert financial service offered.

5.00 August 2021

Liam helped us to clarify financial goals and explore future planning. His compassionate approach made us feel confident in our understanding of financial matters and decisions. His knowledge and experience gave us a sense that we could trust him to assist us with our future needs.

4.75 August 2021

Liam has advised me on superannuation, investment properties, relevant tax rulings and government assistance. Over the last 10 years I have had no doubts about Liam's knowledge and experience. There have been no negative experiences and I have therefore recommended him to family and friends. Importantly, I have always received Liam's full care and attention. This has included super prompt responses to questions, often within minutes and certainly the same day where practicable. Liam has provided me with financial education, giving me a greater understanding of what is relevant to my circumstances. This, along with his warm and open manner has enhanced my financial confidence.