“Signing up with James and Andrew Sheehan to look after my finances was one of the best decisions I’ve ever made."
"The Sheehan’s have always made me feel like a valued client. To put it simply, they meet you where you are. Their investment model is very sound and practical, sensitive to individual needs and variances. That’s certainly been the case for me. They take time to understand your specific situation, goals and preferences. Their style is respectful, professional and at the same time grass roots practical."
"I was retirement age when I was suddenly retrenched. It was a big adjustment and emotionally challenging. Luckily, I’d been given the Sheehans’ contact details by a trusted (and successful) friend. It was a huge relief to know my finances were one critical thing I didn’t have to worry about."
“Nothing’s certain in life, but it makes everything easier when a top notch, workable plan is supporting you.”
