My beautiful wife of 24 years.
Russian Blue. Always hungry for cheese.
Inspires me to keep money stuff simple.
My daughter on her wedding day.
One of my favourite Jiu Jitsu techniques.
It's been the background on my phone for years.
I'm proud to be able to coach my daughter.
A good reminder from a friend.
A big Jiu Jitsu milestone for me.
I love to potter around in the garden.
I have a pretty good life.
Not the kind of opening line you're probably used to reading, but it's true.
Sure, life is not always smooth and at times I can get a little impatient and frustrated, but overall, I'm a pretty satisfied guy. My family love me, I have people in my life that I can really rely on and on top of this I'm healthy and hopeful of the future. It's good to know the things you should be thankful for in life.
But it wasn't always this good.
I made a lot of my financial mistakes when I was just starting out - and I was pretty good at them. But there was one really good one that gave me the wakeup call I needed.
The day my friend gave me a book on business and investing was a good day - I remember it well. Even though I hadn’t read anything like it before, it just made sense to me. I devoured it.
Now I was hooked – I became the classic book-buyer, seminar-junkie and big-dreamer - everything to do with making money. I had turned into a driven, focused individual seeking business success and building enough wealth to retire young.
Good dream, right?
Maybe, but not when you forget to take your family along as your most important business partners. Even though I said I was doing it all for them, if I’m being honest, it was mostly my ego at play.
The day came when I was stretched too thin. I’d focused on more stimulating new business opportunities, rather than the profitable one I was actually running. I wasn’t paying attention to the market, my competitors or my employees. My pursuit of business success in the future robbed my business reality of today. It was tough and I let plenty of people down. Taking my young family on that journey wasn’t exactly a high point in my life.
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.
While that business failure was a great learning experience, it wasn’t something I hoped to go through. But I did, and I’m better for it. That’s life. We can learn and grow when we’re open.
When I'm not being the financial planner, I'm training and coaching Brazilian Jiu Jitsu. It’s been one of the greatest things I’ve done and is responsible for a large chunk of my personal and professional growth.
Brazilian Jiu Jitsu is a ground-based martial art that uses the principles of timing, angles, pressure and leverage to achieve a non-violent control and submission of an opponent. It was developed so that a smaller, weaker person can defend themselves against a bigger, stronger opponent. Regardless of age, size, gender or physical limitation.
Jiu Jitsu helps me to help my clients. Many feel like they’re the smaller, weaker person and that they’re inferior to big, bad life, or debt, or financial mistakes and uncertainty. I help them learn how to work with concepts that give them financial power to achieve their own goals, in their own unique way, with whatever resources they have. Regardless of limitations.
In August 2019 I started Network Financial Planning. Just me, from scratch, not a single client. But I had vision to help families. And I’m now blessed to be a trusted adviser to many.
I have a pretty good life.
Shaun O'Keefe is an Authorised Representative (ASIC Financial Adviser Number 457401) of Lifespan Financial Planning AFSL No. 229892