Shanley Financial Planning is a boutique financial planning firm based in East Maitland, serving the Hunter Region. With a team of highly trained professionals, they offer a comprehensive range of financial planning services including investments, risk insurance, superannuation, estate planning, retirement and aged care planning, business advice, and inter-generational financial planning. Their commitment to continuous improvement ensures that clients receive timely and high-quality advice tailored to their individual needs.
Founded by Nick Shanley, an authorised representative of Sensibly Pty Ltd, Shanley Financial Planning prides itself on its technical expertise and practical experience in the financial services industry. Their philosophy revolves around putting clients’ interests first, adhering to a strict code of ethics to achieve best practice in financial planning. By providing access to a diverse team of professionals, including accountants, solicitors, and credit advisers, they ensure that each client maximizes their financial position efficiently and effectively.
At Shanley Financial Planning, the focus is on improving clients’ wealth, financial health, and retirement planning proactively. Their dedication to crafting practical solutions and prioritizing clients’ rights and entitlements sets them apart in the industry. With a passion for what they do and a commitment to excellence, Shanley Financial Planning is dedicated to helping clients achieve their financial goals and secure their financial future.