Shane Crichton

TSM Wealth Group

Bronze

24 Yrs Experience

East Maitland, NSW 2323

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Shane is a Senior Financial Planner and Director of TSM Wealth Group, established in 2022 to help individuals and families achieve financial comfort throughout their lives.

Shane holds a Graduate Diploma in Financial Planning and has over 24 years of financial planning experience, he takes time to understand what’s important to you - then through collaboration with you, helps tailor a plan to achieve your individual goals.

His passion is to partner with and educate clients to provide them with insight and clarity to make good financial decisions throughout their lives.

Government Assistance
Superannuation
Managing Debt
Retirement & Pension
Redundancy
Cashflow & Income
Socially Responsible
Tax Strategies
Growing Assets
Wills & Estates

Initial research and discovery meeting with new clients come at a cost of $660. Where clients proceed to receiving advice this fee will be taken into account with the total Statement of Advice fee.

5.00 November 2024

Shane is a highly experienced planner who has excellent communication skills. He tailors his messaging to suit his audience and provides clear explanations of recommendations and strategies. Shane is thorough, responsive and delivers on what he says he will do. I have worked with Shane as our family’s trusted adviser for many years and have absolutely no hesitation in recommending his services.

5.00 October 2024

Shane's service and knowledge in advice in helping me to achieve my financial, investment and retirement needs is outstanding. I have been dealing with Shane for over 20 years now and he has always shown attention to detail, reassurance and integrity. He is extremely professional, trustworthy and honest with his approach to my needs and an all round nice guy who is always available for any queries and help. I would highly recommend Shane to look after all aspects of Financial Advice.

5.00 October 2024

I’ve had the pleasure of working with Shane as my financial adviser for the past 10 years, and I can’t recommend him highly enough. From day one, Shane has been incredibly professional, honest, and clear in his communication. He takes the time to present both the pros and cons of each investment option without any pressure, allowing me to make informed decisions at my own pace. Thanks to his guidance, my portfolio has seen significant growth, and I’m now in a position to retire early—a goal I once thought was just a dream. Shane’s expertise and dedication have made a world of difference in my financial journey. If you’re looking for a knowledgeable and trustworthy financial adviser, look no further than Shane. He truly stands out in his field!

5.00 June 2024

I have had Shane as my financial planner for over 22 years. Shane has always had our best financial and well-being interests at the forefront when assisting making decisions. He has assisted me to feel confident that I can now retire with enough funds to last me for the next 22 years comfortably with my future travel and lifestyle goals considered. I trust him implicitly - his direct but empathic approach is what I admire and he is always available to answer any queries or concerns I may have. Would and have recommended him to others at every opportunity.