Shaun Ganguly

My view of Financial Planning is that it’s not just a job or a role, it’s a privilege and one that I don’t take lightly.

I aim to take the stress and worry away, leaving more time to enjoy and be present with the things that matter most and actually make you happy.

During my previous career working in Intelligence in the Australian Army and as a Private Defence Contractor, I saw people make Financial decisions which often didn’t lead to feelings of security or enjoyment of the fruits of their labour. In a lot of cases, they lost control of their lives and spent a lot of time worrying about if they made the right decision.

My intention is for every one of my clients feeling as if they are understood and they don’t need to worry about their financial situation (unless they enjoy doing so!).

I believe in the importance of a solid plan for everyone and you can’t be your own coach.  I particularly enjoy helping people grow their money, reducing debt, planning for tax, helping tie your business goals in with your personal dreams and making sure that you’re taking advantage of every possible tool at your disposal for retirement (whatever that means to you).

The most rewarding part is coming up with a personalised plan, explaining it in understandable language and then working closely with you. Keeping you accountable with the big picture in mind and being there to celebrate with you when you meet those goals, through good times and bad.

I’ve also spent considerable time helping with the challenges involved when a loved one enters Aged Care. Having experienced grandparents downsizing their home of 40 years, move into a Retirement Village and then Residential Aged Care, I’ve seen how stressful a time these different stages can be.

My aim is to simplify all the different fees, decisions about the home, Centrelink and handle the details to free up more of your time, so you won’t have to add financial stress to what is usually the hardest part of your dear one’s life. I’ve had a lot of experience looking after entry into Aged Care in the Eastern Suburbs of Melbourne and love working in this area.

Shaun is a Certified Financial Planner and holds a Bachelor of Commerce from Monash specialising in Finance and Economics. In November 2017 Shaun received the top mark in the country amongst his peers for CFP1: Professionalism, the CFP designation is the highest designation a financial planner available worldwide.

Shaun also holds an Advanced Diploma in Financial Planning and is an ASX Accredited Listed Product Adviser.