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Glenda, 56 - 65 years, Cooroy, QLD
"I very happy with all the help and advice Sean has given me over the past few years. He has always retuned my phone calls or answered my calls when I have called him . He is very helpful and easy to talk to . I would call him a good friend."
- Superannuation
- Wills & Estates
Chelsea, under 35 years, Newcastle, NSW
"Sean has been a great adviser and has helped me greatly with my Superannuation and general financial advice."
- Superannuation
- Insurance Protection
- Retirement & Pension
- Cashflow & Income
- Tax Strategies
Carl, 46 - 55 years, Guildford, WA
"Sean was very knowledgeable in the investment field and his products. Do yourself a favour and get in touch with him!"
- Superannuation
- Insurance Protection
Andrew, under 35 years, Gold Coast, QLD
"Unsure what I was going to do moving forward after a recent house sales. I was glad I spoke to Sean prior to making any major moves as he gave some great advice and feedback on the current market situation which I hadn’t taken into account but instead has pushed me back on track of what my previous plan was.."
- Shares & Investments
- Property Investment
- Small Business Advice
Ajay, 56 - 65 years, Ngunnawal, ACT
"Sean’s advice was first class and exactly what I wanted to hear."
- Superannuation
Matilda, under 35 years, Warriewood, NSW
"I recently had the pleasure of working with Sean Yeo from FinPlanning. The financial advice provided has assisted me in elevating my finances, holding myself accountable to investing in myself to then invest more into my super. Sean, with his world of knowledge, thoroughly explained the outlay of Super, how it works, where my money will go and how I can really amplify my cashflow so that when I do retire in the next 30/40 years, I will have ample money to live a comfortable life. If it wasn't for FinPlanning and their incredible team, I would be right where I started, unsure, uneasy and very unhappy with my money progress and more importantly, my money reality.
I chose to continue my relationship with FinPlanning, as their services, staff and overall uplifting moral genuinely hold my portfolio in the highest interest. I had my doubts and I can honestly say that Sean, and the team at FinPlanning have shown me the light."
- Government Assistance
- Superannuation
- Insurance Protection
- Managing Debt
- Retirement & Pension
- Margin Lending
- Shares & Investments
- Cashflow & Income
- Small Business Advice
- Budgeting
David, 56 - 65 years, Logan Reserve, QLD
"Been dealing with Sean over the last few months. My first time using this type of service. Sean is a very easy going person, who knows his stuff. And if he's unsure with a curly question you have, he will get you the answer as soon as possible. Most importantly, he gets back to you. Even late at night, when most people would have switched off hours ago Wishing Sean the very best in his business adventure. Especially in such tough times that so many are facing. If in doubt, a quick phone call to Sean, could make the world of difference. Highly highly recommend."
- Superannuation
Bennet, 56 - 65 years, Jane Brook, WA
"As above, and Sean cares as well."
- Superannuation
- Insurance Protection
Paul, 56 - 65 years, Mount Hawthorn, WA
"Sean was extremely knowledgeable about creating an income stream for us as self funded retirees. He put in extra effort when our original plan changed, making more work for him. He did this happily. Sean is very personable and articulate. He explained things clearly and made us feel very confident in him. I would be happy to refer him to family and friends. Thankyou Sean."
- Superannuation
- Retirement & Pension
- Cashflow & Income
Philip, 56 - 65 years, Clarkson, WA
"Treated with respect at all times, Sean became a friend rather than an advisor."
- Superannuation
- Self Managed SuperFunds
- Expat Finance
My clients have reviewed me based on the following areas of advice
- Government Assistance
- Superannuation
- Insurance Protection
- Managing Debt
- Retirement & Pension
- Self Managed SuperFunds
- Margin Lending
- Shares & Investments
- Property Investment
- Cashflow & Income
- Expat Finance
- Small Business Advice
- Tax Strategies
- Growing Assets
- Wills & Estates
- Budgeting