Meet Shane

Calm, considered advice for important decisions

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Shane Hatch

Principal Adviser

Shane has been advising clients for more than two decades, working with people as they navigate some of the most important financial decisions of their lives.

His background is in engineering, and that way of thinking still shapes his approach today. He is naturally structured, methodical and thoughtful, with a strong focus on understanding how different decisions interact over time.

Clients often value Shane’s ability to bring clarity to complex situations. He takes the time to listen carefully, understand what really matters, and help people think through their options without rushing or oversimplifying. The aim is never to push a particular outcome, but to support well-judged decisions that stand up over the long term.

Much of Shane’s work centres on helping clients prepare for, move into, and live confidently through retirement. That often involves balancing competing priorities, managing risk sensibly, and ensuring plans remain aligned with changing circumstances.

Shane believes good financial advice should feel calm, practical and grounded in real life. His role is to help people feel confident about the choices they’re making, not just today, but as life continues to evolve.

Shane is a Certified Financial Planner™ and holds a Graduate Diploma of Financial Planning.

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What clients say

Real words from real people

"[Shane] has provided me with information and knowledge for me to make the most appropriate decisions for my future ...
I would, and do, strongly recommend Shane to all my friends and family"
Chris E
"Shane has broad financial and associated knowledge to assist in attaining your financial goals and to set you up for a happy retirement."
Vic S
"Shane as always been prompt with communications and questions and laid a foundation upon which I will now look to retire."
Leigh B

Ready to take the next step

Book a meeting with us and let's talk about your situation.