Wealth Creation Journey

Reviews of Wealth Creation Journey

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  Shane Belvedere Added December 06, 2022

  ★ ★ ★ ★ ★
  Shaun is very personable, and extremely knowledgeable about all things finance. He had a holistic approach to our finances and seemed to really care. He was willing to go the extra mile for us. We would definitely recommend him to our friends and family!
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  Felicity Cox Added December 05, 2022

  ★ ★ ★ ★ ★
  Working with Shaun have been fantastic. His expertise, knowledge and attention to detail are excellent. Shaun has genuinely sought to understand our needs, circumstances, goals and preferences and has been honest and transparent throughout all of the processes and at times challenges. Shaun’s professional, personable, pragmatic, ethical and caring manner together with his advice and assistance has earnt our trust and respect. We are very thankful to be partnering with Shaun and happily recommend his services to whenever possible. We can honestly say we have even enjoyed the process as we learn and navigate our financial, business and estate plans together!
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  Amanda King Added November 24, 2022

  ★ ★ ★ ★ ★
  Shaun has always been the true professional in all of my dealings with him. He has always put my current and future needs as a priority and I am so thrilled with the outcomes so far. I feel super lucky to have Shaun working in my corner. Nothing is too much trouble and Shaun is incredibly knowledgeable in his field. Highly recommend :-)
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  Andrea Dodd Added November 18, 2022

  ★ ★ ★ ★ ★
  Shaun G is a very personable person who is driven to help this clients to obtain the best financial advice and outcomes. He is very happy to explain and impart his knowledge with you. He is reliable at any time to discuss anything you have to ask. I believe that he is a hard worker and puts his clients first. It has been a pleasure working with him for my financial matters.
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  Liz Anderson Added November 13, 2022

  ★ ★ ★ ★ ★
  I have worked with Shaun on two occasions now, the most recent being our discussions about future financial planning. On both occasions he has been professional and responsive, and above all has an engaging manner and is trustworthy. Shaun was very generous with his time, and was a wealth of information enabling our financial future. I highly recommend Shaun.

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