Being in the Financial Advice industry for 14 years has ensured we have been around long enough to understand exactly what clients need and ensuring their best interests are put first at all times. We pride ourselves on our outstanding client relationships and enjoy nothing more than ensuring the best outcomes for them.
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5 customer reviews
Silke Henning
Shaun has been working with us for a few months. He reviewed our finances and provides ongoing advice on how to achieve our financial goals including super, insurances, savings etc. We find it very helpful to draw from his professional experience in these critical areas. We are really happy with Shaun’s services, he is very responsive, provides personalised advice and is easy to talk to. More...
Leisa Redgen
Shaun speaks in normal terms. Even when I ask silly questions he doesn't make me feel stupid. Highly recommend Shaun.
Melissa Santucci
The team at VWM have been amazing from the get-go! Great advice and actually listened to my needs and goals to tailor a plan to get me there. Am super excited about the journey we are embarking together. Thanks team! More...
Paul Connell
We are both very pleased with everything Shaun has helped us with. He is very helpful, always there if we need help.
Matthew Dunn
Shaun is a financial planner that cares and always puts his clients first. He's very friendly and professional. I would recommend him to anyone I know.
What do you love most about your job?
Working with clients to achieve what is most important to them and also protect their wealth is something I’m very passionate about. Having worked in boutique firms has reinforced how important it is to build concrete relationships with clients, where they aren’t just another account number.
What inspired you to start your own business?
Having always enjoyed working one on one with clients, it was inevitable that I would create a business that reflected a special approach. The ability to not only provide a service, but build quality long term relationships is what matters to us most.
Why should our clients choose you?
Put simply - we care a lot. Being a small business means that not only is this my livelihood, but also my reputation. As such, we strive to provide continual value each day and build relationships with our clients which are intergenerational.
Can you provide your services online or remotely? If so, please add details.
We are quite nimble in our approach and have a client base across Australia. We thoroughly enjoy catching up with our local clients in person and from time to time do head interstate to meet up when possible.
Superannuation
Generally your largest asset and one of the best structures to use to fund your retirement. Let us show you how to make the most of it.
Retirement Planning
Rome wasn’t built in a day and neither will your life once you cease working. Ensuring you plan ahead is one of the best moves you can make.
Investments
Investing for your future is not a game of chance. We construct portfolios to align with your risk tolerance and structure these to meet your goals.
Tax Planning
Nobody likes paying more tax than they are required to. Being smart about how you structure your investments and grow your wealth is imperative.
Insurance
Life doesn’t always go to plan, hence the need to cater for these times. Let us review your situation to ensure you have sufficient cover so your financial situation remains unaffected.
Estate Planning
There’s a little more to it than just having a Will. We will discuss your specific circumstances with you to confirm you are structured correctly and your wishes are respected if the unfortunate occurs.
