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Like his business partner, Ben is a multi-skilled accredited Adviser prepared to assist clients through each stage of their lives. From buying a home, investing to create wealth, managing debt, protecting assets and establishing a Self-Managed Superannuation Fund, Ben is in the optimum position to assist. “Our desire is helping our clients achieve financial security and peace of mind through our sound, values-based and lifestyle financial planning”.
Ben’s passion for finance runs through his family and grew from his father, a fellow Financial Adviser. Growing up, Ben was exposed to various facets of the profession and always knew this was his preferred path. “I love to help people and I am proud to be the trusted Adviser and Coach my clients can turn to for clarity on achieving their financial goals and aspirations”.
Ben continues to find new ways to exceed his client’s expectations through delivering peace of mind and removing the day-to-day stress most people feel when it comes to their finances. “For me, the most rewarding thing about being a Financial Adviser is seeing the relief clients experience when they feel confident with where they are and where they are going”.
As a multi-skilled and accredited Adviser, Shane along with business partner Ben Jones, enjoys supporting clients as they move through various life stages – from wanting to purchase their first home, acquiring additional investments, setting up Self-Managed Superannuation Funds or preparing for retirement.
Shane has worked in the Financial Services industry since 1994 and started his advice career while pursuing a successful sporting career in Rugby League. In 2006, Shane played for the premiership winning Brisbane Broncos and is known as one of the few NRL players to mix his commitment to rugby with an external career. Shane loves imparting this commitment and focus of achieving goals onto his clients. He sees the key role of a Financial Adviser to act as a coach and to educate clients on how to jointly develop, implement and maintain a tailored financial strategy. The most rewarding part of Shane’s roles is when he witnesses his clients achieving their goals.
“Whatever stage our clients are at in life, we’re in a position to provide value-adding advice. We have a passion for finance – we simply love what we do. We enjoy the potential challenge that each client brings and seek to share our expertise, knowledge and experience. Our mission is to develop lifelong relationships with our clients to help them build and protect their wealth. We are committed to working in partnership with our clients, enabling them to achieve their personal and financial aspirations.”