Financial Planning

Financial planning means managing all aspects of your financial situation.

Managing finances is complex. And as the saying goes, ‘failing to plan is planning to fail.’ We provide a comprehensive financial planning service that brings together all elements of your financial profile. Our plans address:

  • Risk insurances;
  • Debt and debt management;
  • Cashflow and income management;
  • Career planning;
  • Superannuation;
  • Retirement;
  • Aged care; and
  • Estate planning

Each of these elements is important in its own right and making positive changes in any one area will provide substantial benefit. But the real benefits come when two or more of these elements are addressed together. That is when your financial profile really starts to sing.

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).

Contact Us

Relevant Articles...

Redirecting Instant Gratification Urges for Wealth Building

Redirecting Instant Gratification Urges for Wealth Building

Imagine turning your $50 weekly impulse buys into a $39,000 nest egg. Sounds impossible? It's not. By redirecting just $2,600 a year – the cost of those small, often forgettable purchases – into smart investments, you could be setting yourself up for a significantly wealthier future. This article explores how to transform your spending habits and harness the power of compound interest, turning fleeting pleasures into long-term financial success. Discover practical strategies to curb impulsive spending and learn where to invest for maximum growth. Your future self will thank you for every dollar saved and wisely invested today.

Read More

Common Financial Mistakes to Avoid During Divorce

Common Financial Mistakes to Avoid During Divorce

Divorce is often an emotionally charged and challenging experience that can have far-reaching consequences on your financial well-being. While it's natural to feel overwhelmed during this difficult time, it's crucial to approach financial decisions with clarity and foresight. In this article we discuss some of the most common financial mistakes people make during divorce and how to avoid them.

Read More