Meet Shaun Walsh
Financial Adviser, Dad & Experience Seeker
I left the world of corporate financial planning to become the kind of adviser I wanted to be and the kind of adviser my clients deserve. No red tape, no revolving doors of new planners, just genuine long-term relationships built on trust.
I have built the lifestyle I want here in Forbes, a beautiful town I am proud to call home. I love travelling and experiencing new things, and I bring the same mindset to my clients: money should give you the freedom to choose the life you want. My clients are based all over Australia, from the top end of the Northern Territory to Adelaide, Dubbo, Orange and beyond.
For many of the people I work with, I am more than a financial planner. I am a sounding board, a counsellor, sometimes even a fierce advocate when life gets complicated. And if we ever meet on Zoom, you may also get a quick hello from Coco, my very loyal (and occasionally vocal) dog.
Most of all, I am here to guide you with clarity and confidence so you can make work optional.
Qualifications:
I left the world of corporate financial planning to become the kind of adviser I wanted to be and the kind of adviser my clients deserve. No red tape, no revolving doors of new planners, just genuine long-term relationships built on trust.
I have built the lifestyle I want here in Forbes, a beautiful town I am proud to call home. I love travelling and experiencing new things, and I bring the same mindset to my clients: money should give you the freedom to choose the life you want. My clients are based all over Australia, from the top end of the Northern Territory to Adelaide, Dubbo, Orange and beyond.
For many of the people I work with, I am more than a financial planner. I am a sounding board, a counsellor, sometimes even a fierce advocate when life gets complicated. And if we ever meet on Zoom, you may also get a quick hello from Coco, my very loyal (and occasionally vocal) dog.
Most of all, I am here to guide you with clarity and confidence so you can make work optional.
Qualifications:
- CERTIFIED FINANCIAL PLANNER® (CFP®)
- Graduate Diploma of Financial Planning, Kaplan Professional
Who I help
I work with people who want to reach the point where work becomes a choice — not an obligation. For some, that means being able to move to part-time, take a career break, or shift into something they genuinely love. For others, it’s knowing they can stop working altogether without losing their lifestyle.
Most of my clients are in their 40s and 50s. They’ve worked hard, raised families, and built stability — but they want to make sure their money is creating the life they actually want. Together, we build a plan that makes the day-to-day feel effortless: bills on autopilot, a healthy buffer, guilt-free spending, holidays planned without stress, and confidence that your future is secure well into your nineties.
If that sounds like the kind of freedom you’re working toward, I can help you get there.
How the Process Works
Every conversation starts with one goal – to see whether I can genuinely make a difference to your financial position. If I can, I’ll show you exactly how. If I can’t, I’ll tell you straight away and point you in the right direction. My reputation and integrity matter too much to do anything else.
Here’s how it works:
Step 1: Money Clarity Call – 15 minutes
Step 1: Money Clarity Call – 15 minutes
Step 2: Strategy Session
Step 2: Strategy Session – 45 minutes
Step 3: Getting Started Meeting
Step 3: Getting Started Meeting – 60 minutes
Every step is designed to leave you better off – with insight, direction, and confidence about your financial future.