WHO WE ARE

THE 3 PILLARS

Of financial strength that can bring all your goals into view…

Wealth Creation, Wealth Protection & Wealth Preservation

How do you build true financial and lifestyle security for the future?

Clients come to us looking to build wealth and are often surprised when we go deeper than that.
Once we have a full understanding of what you want to achieve, we’ll take you through a series of stages to build the financial strength that will bring you closer to all your goals – not just the monetary ones.

Whatever your unique lifestyle and financial goals are, you’ll get there with the right tailored strategies based on these three pillars of financial strength :

WEALTH
CREATION

What type of life do you want for you and your family?
Your adviser will ask this simple starting question early on, to work out the wealth you need to build.
In developing your personalised wealth creation strategy, the typical starting points include:

  • Optimising your salary package
  • Clearing personal debts ASAP
  • Investing your savings astutely
  • Minimizing tax

There’s no pre-defined list of services or conflicts of interest. Our sole focus is in researching the most suitable, tax-efficient investment options to start growing your money.
As your wealth plan takes shape according to your appetite for risk, we’ll look at your longer term goals too: perhaps your priority is supporting your children’s or grandchildren’s education, upgrading your home, or your own retirement?
We’ll help you plan for these and make smarter financial decisions – whatever life throws at you along the way. Typically, this will include:

  • Cash-flow modelling & debt management (including gearing)
  • Up-to-date investment advice (including shares, managed funds, margin loans & short-term money market recommendations)
  • Superannuation, SMSFs & retirement planning

And we’ll stay by your side whether times are rough or it’s plain sailing, helping you review and adjust your portfolio accordingly.


WEALTH
PROTECTION

The more you grow your wealth, the more you need to protect it. Personal and business insurance are often essential requirements…

Personal Insurance

Despite most people not thinking twice about insuring their home or car, they don’t insure their most important asset – themselves.
What happens if injury, illness, disability or death strikes? How will your family cope without your income? Medical costs and daily expenses rapidly add up and eat into savings or home equity. The impact can be devastating not only on an emotional level – but on a financial level too.
Typically, we’ll take you through the following options, depending on your personal situation:

  • Income Protection Insurance
  • Critical Illness or Trauma cover
  • Total and Permanent Disability cover
  • Life Insurance

Your adviser will assist in all aspects of managing insurance – from application to making a claim.

Business Insurance

What happens if injury, illness, or death strikes a key member of your business?
Without appropriate insurance and buy/sell agreements in place, the loss of a business partner or key employee can lead to loss of revenue and, in the worst cases, business closure.
You should be considering protecting your business with:

  • Key person insurance – for anyone whose knowledge, work or contribution is crucial to your business (owner, partner, key salesperson, etc.)
  • Buy/sell agreements – like a ‘will’ for your business, detailing the transfer of the departing owner’s interest (shares?) in the business to surviving owners in the event of major illness, injury or death

Ensure the survival and longevity of your business by talking to an adviser…


WEALTH
PRESERVATION

When someone passes away it can take months or even years for an estate to be distributed. We’ve seen how this can lead to friction amongst family members at a very emotional time.
Safeguarding the wealth that you’ve built over your lifetime and ensuring that is transferred smoothly, according to your wishes, requires careful estate planning.
It involves more than creating a will. Some areas aren’t covered by a will, such as superannuation savings. And did you know that some of your wishes can take effect while you are still around?
The decisions you make now will affect your family’s future. It’s important to get them right.


WHAT WE DO

Building relationships for smarter financial decision-making that puts you in control of your future…

True wealth means more than just having enough money. In fact, it means different things to different people.
To you, perhaps it might mean more time to spend with your family and friends, exploring new countries and cultures, or being able to support your children and grandchildren in their endeavours?

Our job is to find what wealth means to you – and to help you get there.

PERSONALISED FINANCIAL PLANNING

Financial planning ‘out of the box’ is not financial planning.
With different opinions on what wealth means comes different lifestyle and financial goals. Every person is also starting from a slightly different position too.

That’s why financial planning starts not with convincing you that particular financial products and services are what you need (which other companies might do). Instead, it’s about sitting down with you and listening carefully. It’s about gaining a deep understanding of your goals and concerns…

STRUCTURED ADVICE MODEL

Our unique Structured Advice Model (SAM) helps you articulate your values, goals, relationships and priorities. From there, we work together on investment strategies that are tailored to your lifestyle and financial goals; and, over time, the strategy is reviewed and tweaked as new opportunities arise.

By working with us, you naturally improve your financial decision-making. And that puts you more in control of your future.

It all starts with a free one-hour consultation, which really can be the first step to changing your world.

COMMUNITY INVOLVEMENT

Sharing the wealth: supporting the community

As we help our clients generate wealth and protect the futures of their families, we are well aware that many people in the community are not so fortunate. That’s why we take our responsibility to helping the disadvantaged amongst us seriously, with a number of community and global initiatives…

KEY COMMUNITY INITIATIVES

OUR 5 STEP PROCESS

To a more secure financial future…

Seeking financial advice for the first time can be daunting.
We’ve made it simple by breaking it down into a 5-step process that makes sense as we work towards your goals.
You’ll see that it starts and ends with you.
Here’s what you can expect:

  1. YOUR FREE CONSULTATION
    Make a booking for a free consultation with an adviser – usually at our Brisbane or Maroochydore offices.
    We will let you know what you need to bring to the meeting, where you’ll share details about your current position, financial and lifestyle goals, etc. This will provide a good understanding not only of your finances, but also your values, key relationships, and concerns.
    From here, we’ll advise on the ‘health’ on your finances and how you may be able to achieve alignment with your overall goals.
  2. WE START STRATEGIC PLANNING
    If you’re happy to proceed, we start working on a personalised financial strategy for you.
    This will typically involve a combination of superannuation, taxation, investment, insurance and wealth creation strategies – all customised to suit your unique situation.
  3. YOUR ADVICE MEETING
    We will then prepare a Statement of Advice document containing our recommendations. Our fees are always discussed upfront with you before doing this.
  4. IMPLEMENTATION
    Together, we start implementing the strategic plans as you take the first concrete steps to achieving your goals.
  5. REVIEW
    We consider regular reviews an integral part of the wealth-creation process; tracking progress towards goals, tweaking investment strategies as new opportunities and risks arise, and adjusting plans as life situations change is essential.

OUR BACKGROUND

Our Background – The values we grew up with…

Our founding member, Ken Hanlon, commenced Sherrin Partners in 2006 and named the practice after his great grandmother’s English family.  Ken’s Father is named Sherrin Thomas Grant Hanlon.

This was a nod to a time long gone when personal service meant everything.

As the world of business becomes more faceless, more automated, more removed from the ‘old-fashioned’ sense of personalised service, so the companies that still provide it tend to stand out.

That’s how we’ve been able to grow from essentially a one-man band to a respected and thriving company of dedicated advisers, client service officers and support staff in our first two decades:

We focus on more than wealth. Yes, we provide the strategic financial planning, wealth creation strategies, investment advice, personal insurance, business succession, superannuation, retirement planning and estate planning that you need.

But, as advisers, we see ourselves essentially as listeners and problems solvers, looking for solutions to whatever keeps you awake at night…and empowering you to make smarter financial decisions that positively impact your future and put you in control of it.

We also keep you honest, making sure you follow through with commitments whatever life throws at you!

HISTORY

Sherrin Partners today looks very different to when it started. Several local businesses have merged with us and we have expanded our presence beyond Brisbane to the Sunshine Coast.

This has only been possible because, individually and collectively, we all share a vision to build a financial advice practice that puts the client’s best interests and long-term goals at its heart at all times.

That’s why we look to the future with a loyal base of clients from accounting, legal, medical, and other professions, many of whom have been with us for many years.

Our intimate understanding of their needs and future goals, combined with the skillsets to advise them on how to get there, mean that they’re happy to share their journeys alongside us as a trusted partner.

‘Ken Hanlon starts Sherrin Partners in James St., Brisbane with 6 employees.’

‘Dunnottar Financial Solutions merges with Sherrin Partners bringing Nathan Yuille into the Company.’

Sherrin Partners moved to our present location in Mary St, Brisbane

‘Medico Legal Insurance Group (MLIG) merges with Sherrin Partners, bringing Anthony Brown & Stuart Carter into the Company.’

‘Watermark Financial Services merges with Sherrin Partners brining Michelle Millsom into the Company and providing our second office based in Maroochydore (Sunshine Coast).’

Sherrin Partners moved to be self-licensed through Sherrin Partners Services Pty Ltd

Currently, Sherrin Partners has a total of 25 staff across two office locations being Brisbane and Maroochydore

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