FINANCIAL PLANNING
The key to bringing the pieces together is a holistic approach to financial management and planning. Financial planning to make the most of today and prepare for tomorrow.
What We Offer
Why Choose Us
Shan sheikh Professional Corporation provide you with:
- Peace of mind
- Knowledge and understanding
- Confidence and security for the future
- Reduced financial stress
- Steadying influence in volatile times
- The right path to achieve your desired outcomes and goals
- Transparency - Fee for service
Our philosophy has always been to look after the client first and foremost.
Working with you
Testimonials
Peter - North Sydney
As Power of Attorney for Joan who needed to enter Aged Care, it was going to be a daunting task for me.Up to and at this time, I had never had to look after someone else’s affairs. To cut a long story short, I made an appointment with Segue and did not know what to expect. Segue put a strategy together to show how Joan could afford the care she needs and deserves, as well as co-ordinated and communicated with Centrelink on our behalf. I was pleasantly surprised with the advice received on Joan’s behalf and I rest easy knowing that everything is being looked after. All I know is that I for one am a happy Client on Joan’s behalf.
Kind Regards and a big thank you, especially Simon and Nadene..
Sandra B - Hughesdale
Mum had Parkinson’s and went into a full care facility around 2005, Segue supported my father through the process from a financial and entitlement perspective. After she passed away they helped my father downsize from the family home to Stockland owned retirement village.
Unfortunately he was only there for about 15 months when he need to move to a permanent aged care facility. This is when my brothers and I became involved with Segue.