02 4058 3050
warnersbay@shanleyfinancial.com.au
Start a conversationFind us
Facebook
LinkedIn
Shanley Financial Planning – Warners Bay
  • Home
  • Services
    • Starting out / Foundations
    • Creating Wealth
    • Retirement Planning
    • Life and Income Insurance
    • Lending
    • Aged Care Financial Planning
  • About
    • Our Team
  • Our Clients
  • Blog
  • Affordable Planning
  • Contact
    • Start a Conversation
    • Make a Referral

Month: November 2019

Investing With Your Shoes On (or Be Careful Where You Get Your Advice)

November 29, 2019Steve May

There is a popular financial book released a few years ago in Australia. In it there are plenty of reasonably handy tips about budgeting, investing and generally being good with your money.  The author makes a point of saying the…

It’s OK, I’m Insured Through My Super Fund

November 22, 2019Steve May

Personal risk insurance such as Life, Total and Permanent Disability, Income Protection and Trauma insurance are all important. In the event of death or disability, these types of insurance can ensure that financial turmoil isn’t added to the emotional stress…

Understanding Your Investment Portfolio

November 15, 2019Steve May

Investment portfolios may seem like a relatively simple concept to understand. For some, the idea is simply buying some investments and ‘bang’, you have a portfolio. While this may be technically true, it’s a bit like building a cubby house…

Jargon Buster: Estate Planning Edition

November 8, 2019Steve May

Estate planning is a difficult topic for a lot of people to deal with, and the terminology used can be just as complex to understand. Here, we put some meaning behind some common estate planning words and phrases. Beneficiary –…

How Much Do I Need?

November 1, 2019Steve May

How much should we be saving and investing and what’s a good rule of thumb? I thought I would have a little fun and quickly show you what a 30 year old might consider saving as a proportion of their…

Recent Posts

  • Planning Your Dream Retirement
  • Balancing Property and Dividend Investing
  • Making Your Money Work Harder After the Rate Cut
  • Teaching Kids About Money
  • Superannuation Member and Death Benefits

Archives

  • March 2025
  • February 2025
  • January 2025
  • December 2024
  • November 2024
  • October 2024
  • September 2024
  • August 2024
  • July 2024
  • June 2024
  • May 2024
  • April 2024
  • March 2024
  • February 2024
  • January 2024
  • December 2023
  • November 2023
  • October 2023
  • September 2023
  • August 2023
  • July 2023
  • June 2023
  • May 2023
  • April 2023
  • March 2023
  • February 2023
  • January 2023
  • December 2022
  • November 2022
  • October 2022
  • September 2022
  • August 2022
  • July 2022
  • June 2022
  • May 2022
  • April 2022
  • March 2022
  • February 2022
  • January 2022
  • December 2021
  • November 2021
  • October 2021
  • September 2021
  • August 2021
  • July 2021
  • June 2021
  • May 2021
  • March 2021
  • February 2021
  • January 2021
  • December 2020
  • November 2020
  • October 2020
  • September 2020
  • August 2020
  • July 2020
  • June 2020
  • May 2020
  • April 2020
  • March 2020
  • February 2020
  • January 2020
  • December 2019
  • November 2019
  • October 2019
  • September 2019
  • August 2019
  • July 2019
  • June 2019
  • May 2019
  • April 2019
  • March 2019
  • February 2019
  • January 2019
  • December 2018
  • November 2018
  • October 2018
  • September 2018
  • August 2018
  • July 2018
  • June 2018
  • May 2018
  • April 2018
  • March 2018
  • February 2018
  • January 2018
  • December 2017
  • November 2017
  • October 2017
  • September 2017
  • August 2017
  • July 2017
  • June 2017
  • May 2017
  • April 2017
  • March 2017
  • February 2017
  • January 2017
  • December 2016
  • November 2016
  • October 2016
  • September 2016
  • August 2016
  • July 2016
  • June 2016

Categories

  • Budgeting and cash flow
  • Budgeting and cashflow
  • Economy & Markets
  • Home Loans
  • Investments
  • Life and Income Insurance
  • Lifestyle
  • Retirement
  • SMFS News
  • SMSF
  • Superannuation
  • Testimonials
  • Wealth Creation
  • Wills and Estate Planning

Shanley Financial Planning Pty Ltd (ABN 19 612 825 180) is a Corporate Authorised Representative (1265706) of Sensibly Pty Ltd (AFSL 533923).

Nick Shanley and Luke Styles are Authorised Representatives of Sensibly Pty Ltd (AFSL 533923).

  • Privacy policy
  • General Advice/Legal Disclaimer
© 2023 Steve May Financial Services. Website by