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Financial Planning

Secure your financial future with our expert guidance.


Why you should work with a financial adviser


Expertise and objectivity

You get personalised, expert advice on investments, retirement planning, tax strategies and estate planning. We objectively assess your current financial situation. We help you develop a practical plan to realise your goals and needs.



We save you time by helping you manage some of the more complex aspects of your finances. You can trust us to expertly make any necessary changes for you. 



We help you realise your goals by keeping both you and us accountable for them. We regularly check in with you to make sure we’re on track to reach your financial goals.


How we help everyday Australian's plan their future

We can help you draw up a budget and manage your monthly cash flow using the latest software. We’ll help you effortlessly keep track of your finances.

A self-managed super fund (SMSF) could offer you significant advantages, compared with a traditional retail or industry super fund. 

If this structure is beneficial, we can assist you in establishing a SMSF. We can also support you in meeting the rules and responsibilities that apply, along with your administrative and reporting obligations.

A well-designed strategy can help you reach a financially secure retirement sooner. 

Our expert planning advice will help you transition smoothly from working life to retirement where you can reach your ultimate goal.

Debt is an effective way to build wealth if it’s at a sustainable level and efficiently managed. 

We’ll advise you on how to structure and ultimately settle your existing (and potential future) debt.

We help you protect what matters the most to you. Our expert advisers will find the optimal level of insurance to safeguard your lifestyle so you and your family can have peace of mind.

We keep ourselves and our clients up to date with all the latest rules and regulations concerning superannuation. A well-planned superannuation strategy will play a critical role in achieving your retirement goals, regardless of your current stage in life.

We follow evidence-based principles when managing your investments. 

We collaborate with industry leaders in investment markets to offer you custom portfolios and innovative solutions.

The tax you pay will have a significant bearing on your overall wealth. 

Our experienced team can guide you to choose the correct tax structure and give advice on optimising your tax. 

Estate planning is always important; but once you have a family or have established yourself financially, it becomes critical. 

We will assess potential gaps in your estate plan and recommend solutions based on your wishes, asset protection needs and help optimise your tax situation. 


Empowering your financial future

Having a sense of empathy is one thing, but James believes that the key ingredient in any client/financial advisor relationship is trust.

James Sheehan

Director Financial Services

Michael Clarke will tell you that there’s nothing all that extraordinary about having a famous Aussie cricketer as your namesake

Michael Clarke

Financial Advisor

We’re all chasing financial security and ‘peace of mind’ and I enjoy helping people understand ways they can achieve that – no matter how much they earn.

Andrew Sheehan

Financial Advisor

Priya joined the Shore Financial Planning team bringing her experience in Client Service Management and Paraplanning. After three years of working in these roles, Priya was looking for the next challenge, and the opportunity to develop professionally alongside a growing business. 

Priya Hua

Senior Paraplanner


What happens when you speak to an adviser

Step 1


You tell us what you need, and we work out how we can help you and define the scope of advice in our proposal.

Step 2


We help you identify your short- and long-term financial goals.

Step 3


We assess your current financial situation to determine what you need and what you can afford. This includes listing your assets and liabilities and evaluating your existing insurance policies.

Step 4


We develop a personalised strategy to help you reach your short- and long-term financial goals. 

Step 5


We handle the tasks to implement your financial plan. We also bring other professionals on board if needed, like a solicitor to help manage your estate and an accountant for the tax planning side.

Step 6


We regularly review your finances to ensure you remain on track. Should your circumstances change, we reassess your position to make sure you can still meet your financial goals. 


Hear from our happy customers who used our financial planners



Obligation free financial planning consultation


1300 416 700
Level 16, 124 Walker St
North Sydney, 2060

Any advice in this site is of a general nature only and has not been tailored to your personal circumstances. Please seek personal advice prior to acting on this information.
To request a copy of our FSG please email financialplanning@shorefinancial.com.au. Shore Financial Planning & Insurance Pty Ltd (ABN: 90619804518) / Corporate Authorised Representative No: 1236632 / Australian Financial Services Licensee No: 531610 / Sheehan. Wealth Pty Ltd (ABN: 31643582192)