Get your financial stuff sorted, so you can Make Work Optional
Financial advice to help you live on your own terms, with confidence and freedom.
Turn big ideas into a clear financial plan:
Are you looking to
Make Work Optional?
At Make Work Optional, I help people in their 40s and 50s get their financial stuff sorted so they can create more choice in life. Whether it’s retiring earlier, cutting back to part-time, travelling more, or simply knowing you’re on the right track, I’ll help you turn big ideas into a clear, actionable plan.
As featured on ABC Radio
Plan for the Future You Want
Whether it’s retiring earlier, working less, or just having clarity about where you’re headed, I’ll help you put a plan in place that’s realistic, flexible, and built around your life goals.
Make Your Money Work Harder
Too often people earn well but feel like they’ve got nothing to show for it. We’ll help you get control of your cash flow, grow your investments, and save tax, so your money is working towards your goals.
Protect What Matters Most
Life doesn’t always go to plan. From making sure your family is financially protected, to reviewing insurance and estate plans, we’ll give you peace of mind that no matter what happens, your future is secure.
Most people work hard, but don’t know
where it’s taking them.
By the time people reach their 40s or 50s, life feels full – kids, mortgages, work, ageing parents – but their financial future often feels unclear. I meet people who:
Earn good money but feel they have little to show for it.
Want to retire earlier but don’t know if they can afford to.
Feel stuck, working hard without a clear end in sight.
Are out of sync with their partner on big life goals.
That’s where I come in. I help you cut through the complexity, make sense of your money, and create a plan that gives you clarity, choice and confidence for the years ahead.
Hi, I’m Shaun
I am the living proof that you can Make Work Optional, because I’ve done this for myself and my clients.
For more than a decade I’ve supported clients through life’s biggest financial decisions – from planning for retirement to funding new experiences and making sure families feel secure.
My role isn’t just about money. It’s about helping you live the life you’ve worked hard for, with confidence and freedom.
Why people choose to work with me
I’ve “retired”
hundreds of times.
I have guided countless clients through the retirement process, so I know the challenges and the opportunities that come with it. I bring clarity by showing you exactly where you stand and what is possible, and wherever you are heading, I will help you get there.
Money should
give you choices.
The real value is not in numbers on a page. It is in having the freedom to live life on your terms.
I will help you align your money with your goals so you can enjoy what matters most.
A trusted partner
for the long haul.
Most of my clients have been with me for years.
I will be by your side to guide you through every stage, from raising kids to retirement and beyond.
Don't just take my word for it...
Here’s a few words from some of my clients:
Getting started is simple
When you reach out, there is no downside. I only take on clients if I know I can make them better off.
Either way, you will leave with more clarity than you started with. And I will never charge a dollar until I know I can improve your position.