Personalised
Financial Advice

I am undeniably pleased with the service that you provided us last year. It is really great to work with a financial adviser who is truly interested in their client’s needs, circumstances and requirements. The impressive part for me was the way you took the time to get full understanding of where I was at, your extensive knowledge, lateral thinking and your distinct method. Your professional ethics and caring approach elicits my trust and respect and I gladly recommend your services whenever or to whoever possible.

– J Fernando

I had the fortunate luck of being introduced to Sheshan in 2020. On our first meeting I knew I was in good hands and he “got me”. I did not feel judged or just another client, and Sheshan was sympathetic to my financial situations. I was in a very difficult place in my life at age 53 with tax and financial issues and with solid communication and genuine care, guidance and immediate attention, he has resolved all my financial issues and has put in place all the tools I need to make my life a much better one. He has also recommended outside entities to manage refinancing my mortgage which has also changed my life for the better.

Sheshan communicates with me regularly, keeps me updated, and has never given up on me. I cannot thank him enough for getting the financial side of my life back in order. (BTW my partner is now one of his clients!).

– L Cortis

Sheshan in my opinion is very client focused and is always looking for win-win situations even at the hardest of times. Sheshan came across a client who genuinely needed advice. Probably not the cream client a financial advisor would be after. But, sheshan after clearly listening to the client. came tor, discuss what we as a team achieve for her. Sheshan came up with a full plan to take the client out of a distress situation to a happy and healthy situation the client is in now after his ad. I have and would keep sending more clients to Sheshan as I value his advice personally.

– S Rana

I would like to express my thanks for the work you have done for me over the past years. The expertise and attention to detail with which you have handled my financial affairs could not be faulted. Your continual advice on financial planning issues has saved me a significant amount of money, especially with my Superannuation.
I am absolutely delighted with your service and I feel refreshed to work with a financial adviser who is truly interested in their client’s needs. I strongly believe a true financial advisor is one who genuinely cares for his clients, is knowledgeable and has the passion to achieve. You have truly impressed me with all your qualities and have gained my trust and respect for the sincere work you do.

– S Joseph

I am genuinely impressed by the significant impact that Sheshan makes on his clients lives”, which I have seen firsthand with our mutual clients. One of these clients is a single mother, and she is back on track, due to Sheshan’s advice and guidance, which in her words has “changed her life”, when we speak, she often mentions how truly grateful she is for his support. Due to his absolute care and focus on the outcomes that he can deliver to his clients, their trust and relationship with Sheshan is truly next level, something he needs to be commended for.

– S Chuah

Sheshan is very supportive in us understanding as much of the processes and steps with the financial decisions and paths we have taken as we need & want to. He is patient in explaining things and understands that fancy language isn’t what we need. Sheshan has been able to provide the perfect balance of important information in a simple format which is why we will never need to look for another adviser.
We truly believe that Sheshan is very deserving of any accolades that he may receive in his field and look forward to hearing of all of his successes during our future calls.

– N & T Harrison