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.