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New Shore Financial Services

New Shore Financial Services

We’ve recently launched Shore Legal, our new in-house service offering a holistic approach for our valued clients. Shore Legal can help you with all your conveyancing and property legal needs, as well as estate planning and guidance for legal structures for asset protection. With direct access to our mortgage brokers, using Shore Legal means that you can minimise external meetings and simplify paperwork requirements.

You can make an appointment with Jared Zak of Shore Legal by phoning 02 8027 3471.

We’ve also strengthened our financial planning services with the appointment of James Sheehan as our new director of financial planning.

James can provide you with comprehensive financial planning services including advice on wealth generation, retirement planning, asset protection and more.

You can make an appointment with James by phoning 02 8027 3472.

New Shore Financial Services

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