Estate Planning
Estate planning is the process of ensuring that your wealth is directed according to your wishes after you die. Making sure your wealth goes where you want it to is not just a simple matter of preparing a will – although a will is almost always a key part of your estate planning. You also need to consider things such as your superannuation benefits, family businesses, assets owned by legal entities such as family trusts as well as assets owned as joint tenants, etc.
It is also vital that your estate planning be consistent with your current financial planning, to ensure that your affairs are handled as efficiently and cost-effectively as possible, both now and in the future.
Nick Shanley
Financial Adviser / Director
Born and bred in Newcastle, Nick is passionate about helping people achieve their financial goals.
Having completed a Bachelor of Finance degree and the FPA’s internationally recognised Certified Financial Planner® course, Nick is well versed on the technical aspects of providing financial advice. With over 10 years’ experience in the financial advice industry, he understands the value of reputation in the hunter and focuses on establishing long term relationships with the people he assists.
Throughout his career, Nick has provided advice to people from all walks of life including high net worth individuals and successful business leaders. The scope of this advice has been wide ranging from simple savings plans to sophisticated Centrelink, pre-retirement and investment strategies.
It is Nick's goal to always display the highest level of integrity and ethical behaviour in all circumstances. This is evidenced by his membership of the Financial Planning Association and the Hunter Young Professionals.
The vast majority of people Nick assists come from word of mouth and appreciate his no pressure methods of simplifying and improving their financial situations through continuous communication and support.
Nick is always interested in sharing his knowledge so feel free to contact him on 0425 345 128 or nick@shanleyfinancial.com.au
Nick Shanley is an authorised representative (338220) of Sensibly Pty Ltd (AFSL 533923).
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