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Belinda, 35 - 45 years, Miranda, NSW
"Shaun has given Myself and my husband advice on investment and asset growth, life insurance and superannuation, as well as advice on how to pay down a debts. He is always helpful and knowledgeable. He always answers my questions quickly. The plan he has drawn up for us to maximise our money in retirement is easy to follow and implement. If you are looking for a financial planner, I would not hesitate to recommend Shaun."
- Superannuation
- Insurance Protection
- Cashflow & Income
- Growing Assets
- Budgeting
Laura, under 35 years, Cronulla, NSW
"My partner and I would highly recommend Shaun as a financial adviser. He was able to provide us with tailored advice on super funds, investment and insurances which was explained in a way that we could easily understandable. We are confident Shaun not only has knowledge and experience, but is honest and thorough with his advice. Shaun is very honest, friendly and thorough which is what we were looking for in a financial adviser. Not only this he is very responsive when we contact him and flexible with appointment times."
- Superannuation
- Growing Assets
Matthias, 35 - 45 years, Manly, NSW
"Shaun is a very good operator and helped us finding the best suited insurance and explained us very well our fund profolio."
- Superannuation
- Insurance Protection
- Retirement & Pension
- Self Managed SuperFunds
- Complex Investments
Emma, 35 - 45 years, Middle Brook, NSW
"Shaun has given sound advice in the areas of superannuation, loan products and income protection. He is able to explain things in different ways so that we are able understand them. He is always available to contact should we need advice."
- Superannuation
- Insurance Protection
- Managing Debt
Matthew, 46 - 55 years, Annandale, NSW
"Shaun is very proactive and helpful at explaining things that aren't clear, following up diligently when something needs attention - he's sorted numerous problems in moving insurance and superannuation and offered advice on loans and SMSFs."
- Superannuation
- Insurance Protection
- Retirement & Pension
- Self Managed SuperFunds
- Borrowing
- Tax Strategies
- Wills & Estates
Shannon, under 35 years, Cammeray, NSW
"Shaun has helped me understand how important Superannuation is and how to make the most of my current financial situation. He further assisted with structuring my cash flow and personal insurances."
- Superannuation
- Cashflow & Income
- Tax Strategies
- Budgeting
D, 35 - 45 years, Maroubra, NSW
"Shaun has given me advice in a number of areas, he was able to explain things to me in a clear and thorough way, he clearly has great knowledge and experience. I feel very confident that the advice given was right for my needs."
- Insurance Protection
- Self Managed SuperFunds
- Cashflow & Income
- Borrowing
- Tax Strategies
Marcia, 35 - 45 years, Randwick, NSW
"Shaun advised my husband and me on how best to tailor our insurance needs, following the purchase of our first home. He was professional, thorough and explained things to us clearly and without jargon. With his knowledge and experience I feel confident that we've been set up in a secure way for the future."
- Insurance Protection
Sandra, 46 - 55 years, Haymarket, NSW
"Shaun Parton has advised me for a few years now, on matters including superannuation, asset growth and property. I have always found him to be very patient and courteous, answering all my questions and concerns in a thorough and professional manner. Through Shaun's knowledge and experience, I feel very confident that the advise given was right for me needs. Shaun is also supported by a good team and he is able to rely on their experience to provide you with answers and options. I also find him to be very prompt with returning your calls and emails. I would be happy to recommend Shaun Parton and Successful Ways."
- Superannuation
- Self Managed SuperFunds
- Margin Lending
- Borrowing
- Growing Assets
- Budgeting
Maria, 35 - 45 years, Alexandria, NSW
"Shaun has provided expertise in areas regarding my super and salary sacrifice preparing for my retirement. He helped me identify my values in life to ensure he would provide the best recommendations. When Shaun was approached with questions regarding super funds he was very clear and articulate explaining his recommendations and took his time to ensure I understood. His proactive attitude and easy-going nature mixed with expert professionalism makes him very approachable and easy to talk to. I trust Shaun; he is an expert in his industry."
- Superannuation
- Retirement & Pension
My clients have reviewed me based on the following areas of advice
- Superannuation
- Insurance Protection
- Managing Debt
- Retirement & Pension
- Self Managed SuperFunds
- Margin Lending
- Cashflow & Income
- Complex Investments
- Socially Responsible
- Borrowing
- Tax Strategies
- Growing Assets
- Wills & Estates
- Budgeting