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 Futuro Financial Services Pty Ltd (AFSL 238478).
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Relevant Articles...
The 2020 Budget for Businesses
This week we bring you our analysis of the ways in which the recent Budget will impact on businesses. The main avenue for assisting business is an expansion of the instant asset write-off scheme that has been in operation for a few years now. Support for employment is also expanded – and there is even a little bit of support for businesses that try to help staff who they have had to make redundant.
The 2020 Budget for Households
This week we bring you our analysis of the ways in which the recent Budget will impact on households. The main impact will be for working people who will enjoy a series of tax cuts, but there is also some relief for people on income support due to age or disability and some incentives for employers to hire people on income support due to unemployment.
What’s All This About Deficits?
This week we finally received the 2020 Commonwealth Budget that was initially expected in May 2020. As expected, this is a whopper of a Budget and we will look at much of its content over coming weeks. This is our usual move, as it allows us time to fully digest what the Budget has to offer. For this week, we will focus on the part of the Budget that is generating the most headlines: the deficit. According to Treasurer Frydenberg, the Commonwealth expects a Budget deficit of $213 billion in the current financial year.
How Not to Argue Over Money
If you live with someone you love, then this week we want to offer you some light-hearted but useful advice to avoid arguments about money. After all, successfully managing money together calls for as much tolerance and good humour as all the other parts of life that couples need to negotiate. If you can keep smiling, everything becomes a lot easier.