Originally a Mining Engineer, Shane undertook extensive study and became a Financial Planner in 2000. As the principal planner and owner of Hatch Financial Planning Pty Ltd Shane holds a Graduate Diploma in Financial Planning and has been awarded the coveted title of Certified Financial PlannerTM by the Financial Planning Association. Shane's training and experience have led him to develop strengths in engineering structured strategic advice on financial matters relating to retirement planning, estate planning, life insurance planning, investment risk management, gearing and wealth creation strategies.
Shane is a firm believer that we are all meant to live extraordinary lives and so he takes it upon himself to help people identify and then actually put in place a plan to actualise that life that they want to live. He spends time aligning their financial choices with their most important goals and values.
Ben has over 10 years’ experience in the financial planning industry. As a Para-Planner he brings knowledge that helps assists the business by managing client reviews and administrative support. Ben holds a Diploma of Financial Service (Financial Planning) and a Certificate IV in Finance and Mortgage Broking.
James started out as a Mechanical Engineer and made the move into the financial planning industry to make a difference through helping people to gain clarity and control over their finances to assist them in achieving their goals and objectives. In addition to his Engineering Degree, James also holds a Masters in Financial Planning as well as a Bachelors of Accounting Degree. He is also a qualified Justice of the Peace.
Through his varied education, training and experience James has demonstrated experience in constructing unique and specific advice in many different areas, including retirement planning, estate planning, life insurance planning, investment risk management, gearing and wealth creation strategies.
James is passionate about helping people to discover what they want to achieve in life. He believes that a proper financial plan, driven by your individual goals, wants and needs is crucial to achieving the life you want to live.
