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Shaun O'Keefe

Financial Adviser - Peregian

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Hi, I'm Shaun - a local financial adviser for the Peregian community on the Sunshine Coast.

I became a financial adviser to help people look after their families and finances. It's been my experience that when a family's financial house is in order, they have a stronger and healthier outlook on life which in turn has a positive impact on their extended family and friends. And it's this that makes being a family-focussed financial planner very real to me.

Because people are important to me, I've found that I can help more people, more effectively when I help families. I work with families to bring personal values and financial resources in line so that they can keep focussed on the priorities in their lives.

WHAT I DO

Your money, your investments and the 'things' in your life mean nothing unless you get your priorities right. Whatever they are for you. 

 

For me, being a financial adviser became more real when one of my very first clients died. She was a month older than me, strong and fit and loved everything that the Sunshine Coast provided for her family. Aggressive cancer cut her life short leaving her husband and two children behind.

 

The personal insurance advice I provided to the family just years earlier would now be used to cover medical bills, final expenses and for her family to start over again financially. This was the result of the family seeking appropriate financial advice - and the experience was something which has had a tremendous impact on me professionally.

But financial planning is very broad. While some advisers focus specifically on investments or retirement, I’ve chosen to focus on financial planning for all generations of the family and the community they relate to.

This area of financial advice seeks to help the whole family to succeed together and not at the expense of each other. It covers all the practical areas such as managing your money well, building family wealth through savings and investments, securing your family against financial risks, tax planning, estate planning, retirement planning and aged care advice for the frail years. Helping my clients set themselves up to build and successfully transfer their wealth between the generations is my major focus.

 

Because people are important to me, I've found that I can help more people, more effectively when I help families. I work with families just like yours to bring their personal values and financial resources in line so that they can keep focussed on the priorities in their lives.

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Shaun O'Keefe

Financial Adviser - Peregian

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How can I help you and your family ?

Thanks for contacting me. I've just sent you an email and I look forward to catching up soon.