Shane Pinkerton

I have been delivering quality Financial Planning services to clients in the Newcastle and Hunter Valley region for over 20 years. I provide a holistic planning process to my clients through sound, well constructed strategies to improve cash-flows, tax positions and wealth strategies specifically linked to my clients' individual needs and objectives. An initial consultation is FREE of Charge and obligation, which allows my clients to discuss their position, goals and objectives freely and openly. Upon becoming a client of Fiducian my business delivers a sound review process to ensure investment strategies remain suitable, funds are fine tuned and that any new opportunities are addressed and actioned. My staff are of the highest quality and complement the disciplined Financial Planning process that I have in place.