Testimonials

 

Our role is to put you in the best position to enjoy life and or face its challenges when they arise.  However there is nothing more pleasing than than a client recommending our services or going to the trouble to write a thank you letter. 

Here are a few of those client "thank you" messages we have received over time:

 Shane has provided personal financial guidance and helped me with advice in support of third parties in the last year or so. He has a deep commitment to values-based financial advice and investing which produce superior financial and non-financial results for clients. Shane has a great ambition to provide a select group of clients with all the financial and lifestyle support that might only be available to the super wealthy through family offices. Those that have the opportunity to have Shane as their adviser, colleague and friend are fortunate. Thanks, Shane!

- Ian Sampson

 Shane has helped and supported me over the past 6 years to make informed and smart choices about managing my money. This now allows me to do the things I want to do including travel, choose how I use my time and support my son to pursue his interests and goals.Listening to Shane's advice and acting on it has put me in a financial position I would not have anticipated and it is the best thing I have done. I sleep at night knowing my investments are sound and are working for me.

- Jane Woodland

 Shane is a detail-oriented adviser. He cares deeply for his clients and provides them with the highest value proposition in the financial industry. He travels around the world to get trained by the best. This allows him to provide the best possible service for his clients so they have a 10 level of confidence that no matter what happens in the market, economy or the world that they will have the highest probability in achieving their goals. You will be blown away by the value you receive in working with his team.

- Jeff Krahl

 Shane has an honest and amicable personality displaying a high work ethic. I would recommend him to clients seeking his professional advice.

- Sonya Treble

 Shane strengths for listening and understanding his clients makes him stand out from the crowd. His niche business is tailored to suit his clients needs, desires and their financial growth. Shane is passionate about his business, his clients and personal life. There is not "CANT" in Shane's life, "Its how can I help?"

- Amy Morrison