Investment
Advice

Helping you invest with clarity, confidence and purpose

Portfolio
Investment

At Sheehan Financial, we specialise in thorough management of your investment portfolio, tailoring our services to suit your unique financial goals. This encompasses everything from your savings, stocks, shares and bonds

Investing for
Income

Long gone are the days of 10% interest returns it seems. A large number of our clients are retired and we have a range of options and strategies designed to produce income for retired clients looking to supplement their income.

KiwiSaver and
Superannuation

This service offers personalised KiwiSaver advice, helping clients choose the best provider and fund to match their goals and risk profile. We provide personalised KiwiSaver advice, with tailored strategies and independent comparisons to ensure your savings are working their hardest for you.

UK, Australian & other Overseas Pensions

A number of people in New Zealand have worked overseas for a period of time or are immigrants. In Some countries, clients have contributed to a private pension scheme, mainly in Australia and the UK, but also other countries.

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Retirement
Planning

Retirement planning is essential for ensuring that you can enjoy a financially secure and fulfilling retirement. It involves creating a detailed plan that maps out your financial future by reviewing your situation and making recommendations that give you the best chance of achieving your goals in retirement.

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Financial
Planning

Financial planning is about creating a pathway to achieve your financial goals. For some, that means reaching a point where work is optional, while for others it’s simply knowing they’ll be financially secure in retirement. Many just want the confidence that they’re moving forward.

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