Sheehan financial

Sheehan Financial is a locally owned, independent advisory firm on Trafalgar Street in Nelson. Advisers assist individuals and families with investment decisions, personal insurance cover, KiwiSaver choices and retirement planning. Advice takes in a client’s wider circumstances as well as the numbers, and the practice reviews plans with clients over time rather than as a single transaction. Adviser profiles and disclosure documents are accessible at sheehanfinancial.co.nz.