Shane Lenehan
About Me
I have been working in Financial services since 2007 and I'm passionate about helping people by offering expert Financial Advice and delivering exceptional service to our clients. I provide financial advice and strategies in a straight forward, down to earth manner that enables my clients to understand exactly where they are, where they want to head and how to navigate to their desired end goals. I work in all areas of investment, insurance and superannuation as well as strategic advice. I also advise on Self Managed Super Funds. I charge on a fee for service basis. I love Financial Planning and have a passion for helping people live with financial security.
Areas of Focus
- Aged care
- Cashflow management
- Divorce
- Estate planning
- Government assistance
- Investments
- Life/personal insurances
- Retirement
- SME advice
- Superannuation
- Wealth management
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Years of Experience 18 Years
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Licensed By Belfast Wealth Advice Pty Ltd