Shane Hatch

My partner and I have been a client of Shane's for 7 years. I had previously engaged a number of financial planners but Shane was the first one I met whose advice was completely and appropriately adapted to our situation and needs, for both the short- and long-term. Over the years his advice continues to have the same personal touch. He is always available for advice when asked, and most importantly, he is always enthusiastic with his advice, possessing a demeanour one only finds in people who genuinely enjoy what they do.

I am a long-term client. I have been working with Shane from my working days, building wealth, retirement planning and now in my retirement. It was my goal to retire early, and Shane helped me achieve this and comfortably. Shane has always had regular appointments to discuss my goals and progress. He has always made himself available for questions, clarifications and updates. It has been and continues to be comfortable working with Shane and I am confident he shares my vision and has my best interests at heart. He is a clear communicator and treats me as an individual. I have never felt I was being given some off-the-shelf generic advice. It is always specifically focussed on me and my situation which, of course changes over time. I have been able to enjoy significant retirement goals comfortably including travel and helping my son financially. I would highly recommend Shane if you want honest, clear, targeted advice and guidance through your financial future.

Shane's knowledge and advice has been invaluable to me in my quest to become financially free. He's always available to communicate with and is very prompt with reponses. Highly recommended.

Shane has been our financial adviser for over 20 years, and it was one of the best decisions we made. Thanks to Shane’s advice, we are now looking forward to a secure financial retirement in the coming years. Shane has always clearly explained his strategies, and our financial situation has progressed well over the long term. We wouldn’t be in this position now without Shane and his excellent advice.