Shanley Financial Planning is a boutique financial planning firm based in Newcastle, offering a comprehensive range of services to clients in the Hunter Region. With a team of highly trained professionals, the firm specializes in investments, risk insurance, superannuation, estate planning, retirement and aged care planning, business advice, and inter-generational financial planning. Led by Nick Shanley, an authorised representative of Sensibly Pty Ltd, the company prides itself on providing expert advice and practical solutions to help clients optimize their financial positions.
At Shanley Financial Planning, the core philosophy revolves around a commitment to continuous improvement and maintaining a high level of technical expertise. The team dedicates significant time to expanding their knowledge base to ensure that clients receive timely and relevant advice of the highest quality. By prioritizing the interests and well-being of their clients, the firm aims to proactively enhance wealth, financial health, and retirement planning, always striving to work in the best interests of those they serve.
With a focus on professionalism, personability, and ethical practices, Shanley Financial Planning places a strong emphasis on client rights and entitlements. As a corporate authorised representative of Sensibly Pty Ltd, the firm ensures that clients have access to a diverse range of qualified staff, including accountants, solicitors, and credit advisers. By offering a full suite of financial planning, taxation, and legal services, Shanley Financial Planning is dedicated to helping clients navigate complex financial challenges and achieve their long-term financial goals.