I believe we are all meant to live extraordinary lives and so I help people identify; and then actually put in place a plan to actualise that life.
When we first meet we will spend time aligning your Financial Choices with your most important Goals. Then we get your entire Financial House in perfect order and keep it that way forever! You will have a 10..... level of confidence that no matter what happens in the markets, the economy, or the world you will have the greatest probability of achieving your Goals.
Shane has always understood my financial position and needs. His advice on what actions to take has always been clearly communicated either in emails or in face-to-face or Teams communications. His response time when I have requested clarification or additional advice has been prompt. He has shown an excellent knowledge of options available for my investments.
Shane helped us to achieve a dream of retiring, before pension age, to the Gold Coast. We are comfortable knowing that we have sufficient funds to enjoy our retirement the way we want.
Shane has an easy to understand approach to explanations on advice and next steps. He has a mature, practical and down to earth way of understanding my needs and is able to communicate his thoughts and advice. He brings advice always based in real world and achievable perspectives. My trust for Shane has only grown over the many years he has been my adviser. I am delighted with the outcomes achieved through his knowledge, understanding and very personalised approach to my needs and expectations. I feel supported and secure being advised by him and his team. I look forward to many more productive years in times of good and not so good market conditions.
- Adviser status Gold
- Number of reviews 10
- First year providing advice 2000
- Years of experience 22
- Graduate Diploma of Financial Planning
Hatch Financial PlanningUnit 7-11, 3972 Pacific Hwy
Loganholme, QLD 4129
- 8:00am – 5:00pm Monday – Friday
- In person
- Video call
Gps Wealth Ltd