Shane is a wealth management expert with over 20 years’ industry experience. He specialises in strategic investment and retirement planning. Shane works closely with clients and their professional counsel – including lawyers and accountants – to develop effective investment solutions that lead to good outcomes for those clients. He has extensive experience as a financial adviser, financial services industry trainer, and has mentored many of New Zealand’s leading financial institutions. Shane is a Certified Financial Planner and his other qualifications include: Diploma in Finance, Diploma in Education, and a B.A. from Auckland University. Shane is married with four sons. He enjoys watching them play rugby and keeping fit. He is an Authorised Financial Adviser regulated by the Financial Markets Authority.
Our financial advisers & experts
Shane Downey
