Financial planning help for the Peregian community.

Shaun O'Keefe

Financial Adviser - Peregian

LinkedIn - Black Circle

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. I've found that when their financial situation is all sorted that their family becomes stronger and has a healthier outlook on life. This has a positive impact on the rest of their extended family, their friends and their local community. So, I figure that if I can help more people and their families to get their financial house in order, then I'm helping my local community. And that makes being a family-focused financial adviser very real to me.

I’m a husband, a father of four, a friend and a coach. I’m a local. Peregian Springs is where my family calls home and I’m here to help the families in my local community as a financial professional.

WHAT I DO

Financial planning became more real to me 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.

Financial planning is diverse, and while some advisers focus very specifically on investments or retirement planning, I’ve chosen to focus on what my profession calls ‘Intergenerational Advice’. I like to call it Financial planning for the whole family’.

 

This area of financial advice seeks to help all the generations in the 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.

 

Family is important to me - and I want to help families just like yours to achieve your lifestyle and retirement goals and to help you protect what you’ve worked so hard for. 

Shaun O'Keefe

Financial Adviser - Peregian

 

Contact me to see how I can  help you and your family.

ABOUT SHAUN

I was fortunate enough to make a lot of my financial mistakes when I was starting out. But taking my young family on that journey wasn’t exactly a high point in my life.

 

Becoming a financial adviser was a practical way in which I could help people who needed financial solutions to difficult situations. After experiencing some financial pain, I could empathise with the people who needed my help and lead them with a way forward. Providing my clients with both the advice and the ‘tools’ to put a solution in place and then to see them prosper continues to give me a sense of fulfilment in what I do.

For over 7 years I worked with a large financial services business on the Sunshine Coast providing specialist advice to mostly Queensland State & Local Government employees. Over those years, I helped build the financial advice arm of the business as part of a great team of people. The work we did was valuable, but I knew there was more for me to do in my own backyard.

People are important to me.

I figure that if I can help more people and their families to get their financial house in order, then I'm helping my local community. 

PEREGIAN IS HOME

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