Shanley Financial Planning has set itself apart in the financial space.
Just about everyone has been at a loss with their finances at some stage in their lives. When they’re first starting out, starting a job, building a family, or maybe buying a home. As life goes on you may have questions about reducing debt, buying investments, contributing to superannuation, or how to get started creating wealth. In later years, it’s about setting yourself up for a comfortable retirement, whatever comfortable means for you specifically.
The trick is finding a professional you can trust. We get it – reaching out to someone you don’t know can be daunting. That’s why Nick, Luke and the team work hard to make big financial decisions feel less overwhelming and more empowering.
About Us
We pride ourselves on being kind. That’s number one. We’re locals, and our office is right in the heart of Warners Bay. We live and breathe Lake Macquarie. We’ll work with anyone who’s genuinely keen to learn and plan for their future – you don’t need to have a million bucks to book a meeting (though if you do, that’s okay too).
We know it can be pretty daunting to open up to a stranger about your financial position, which is why we never judge. Our team will always strive to explain things simply and put in place uncomplicated strategies. No complex jargon and talking over our clients – we take the time to listen.
How it works
You may want to get ahead financially, develop a plan, or need help with a specific issue – think super, budgeting, shares, or property. Just get in touch to organise a chat – you can contact us by phone, email, website, or even Facebook. Whatever works best for you.
From there, we’ll book a time that suits – face to face, video call, or over the phone. The first meeting is free. It’s simply a chance to meet, understand what you might need, and see if we can help.
So take control now
If we think we can provide value and give specific written financial advice then we’ll let you know the cost. You will have plenty of space to think about it before we go ahead with anything – you’re in control at all times.
Reach out to make an appointment. All our contact details are below – start taking control of those issues you’ve been putting off
Contributor:
Shanley Financial Planning – Warners Bay | Uncomplicated, affordable, and personalised financial planning advice.
Description: Based in Warners Bay, our goal is to provide uncomplicated, affordable, and personal financial planning advice to the people of Lake Macquarie and the surrounding areas. Whether you’re starting your wealth-creation journey or preparing for retirement (and everything in between),
Phone: 02 4058 3050
E: warnersbay@shanleyfinancial.com.au
