Client Testimonials

Shane has given me advice on superannuation and investments. Shane is very capable at explaining things very clearly. I feel confident that through Shane's knowledge and experience, he has given me the advice necessary to reach my financial goals. I would recommend Shane at The Wealth Affect for anyone needing advice.
Shane
Age 56 - 65
On the retirement of my former financial adviser I made several enquiries for a replacement and decided on The Wealth Affect to handle my financial situation. I am very happy with the professional way Shane has put in place a portfolio which I find is both beneficial and practical.
Patricia
Age 65+
Shane was able to advise me on a superannuation fund that was much more suitable and profitable for my needs. I was able to clearly understand everything he explained to me and wouldn't hesitate in recommending him to anyone thats in the market for advise.
Paul
Age 56 - 65
Shane was able to advise me on getting a better superannuation policy he provided me with a very detailed portfolio that was very clear and easy to understand. Thankyou shane for all the work you have done and i have no hesitation to recommending him to anybody
Amanda
Age 46 - 55
Thanks Shane, you really helped us make sense of what we felt was a confusing area for us. You clearly showed us what options we had available, which gave us a sense of control. The information was clear and simple which helped us to feel comfortable in making financial decisions for our future.
Ursula
Age 35 - 45
From our first initial meeting Shane was warm and welcoming and spoke on a level i could understand without feeling overwhelmed or pressured. Shane gave me advise on paying out all my existing debt which has made my live so much more comfortable. I have now changed my super fund and am already seeing positive results from this. Through Shane's knowledge and experience i feel very confident in solely providing for my 2 daughters moving into the future.
Kristy
Age 35 - 45
My self and Barbara are happy to be able to recommend Shane to any one in need of financial advice. I have over 50 years of service in the financial industry but now, with the current changes particularly as it relates to retirement, I see the need to have the advice of a person who is up to date in the industry; Shane is that person and we are very satisfied with the service and advice we have received and have no hesitation in recommending his services to any one in need of assistance with financial planning
Gareth and Barbara
Age 65+
Shane Harris from the wealth affect has been fantastic to work with. Would highly recommend working with Shane & The Wealth Affect team. Super easy process for people who struggle with understanding the stock market, explain everything in a way we could understand.
Jen
Age 35 - 45
Shane was able to give us advice on our shares and investments. We found Shane easy to talk to and Shane explained everything in an easy way. We feel very confident that the advice given was right for our needs. We received full care and attention when needed.
Geoff
Age 65+
Great advice, lots of knowledge and information, great help for a young investor like me!
Aaron
Age 20 - 25
I engaged Shane Harris at Wealth Affect to sell some shares on behalf of my mother. Shane went well beyond his duty to do the necessary work to set up an account to sell. He was excellent in his communication with me, very clear and concise with his intentions and worked tirelessly to get it done. Selling the shares as a POA presented some challenges. Shane was accurate in pinpointing what had to be done, efficient in his work and a great fella to deal with. Thanks again Shane, highly recommended
Ben
Age 46 - 55
I wasn't happy with my financial position and was looking for an adviser. My tax accountant recommended Shane. Had a meeting with Shane. He asked my current situation and where I wanted to be, so we made a plan to achieve that goal. Since then, things have gone along smoothly. If I have any questions, he is always contactable.
Bill
Age 65+
On the advice of friends we approached Shane Harris at the Wealth Affect as we are nearing retirement and have a number of financial dealings that we wanted to sort out. This included our superannuation needs. Shane investigated what our options were and we are confident that he has the knowledge and experience to assist us. Even now, only a few months after initially approaching Shane we can see a difference in our superannuation returns and next year will be our first tax return under Shane's financial management and we are looking forward to moving forward. Shane is addressing our goals and working with us to achieve them.
David and Liz
We are a relatively young family with two children ages 2 and 1, which was encouragement to think of our financial future. However (and embarrassingly), our lack of financial literacy made it intimidating to approach a professional for help. By fate, we met Shane who was approachable, knowledgeable and extremely accommodating with our current lifestyle. We had all our savings in a bank account, not generating much interest at all and played it safe with our employers' default super funds. Knowing this, recommended higher yielding super funds, set up personal investment funds, education funds for our kids and life insurance. His advice has given us peace of mind and confidence with our finances! We would not hesitate to recommend Shane to anyone.
Joseph
Age 25 - 30
We are a relatively young family with two children ages 2 and 1, which was encouragement to think of our financial future. However (and embarrassingly), our lack of financial literacy made it intimidating to approach a professional for help. By fate, we met Shane who was approachable, knowledgeable and extremely accommodating with our current lifestyle. We had all our savings in a bank account, not generating much interest at all and played it safe with our employers' default super funds. Knowing this, recommended higher yielding super funds, set up personal investment funds, education funds for our kids and life insurance. His advice has given us peace of mind and confidence with our finances! We would not hesitate to recommend Shane to anyone.
Robynne
Age 56 - 65
Shane was very understanding and explained things in a way I could understand.
Kristy
Age 35-45
Shane from The Wealth Affect, not only lovely to work with and made this such a wonderful experience, but has also helped us so much with advice given and helping us implement it! We are very thankful to have him!
Kyle and Mel
Age 25 - 30
Shane Harris was excellent to deal with, his attention to detail and following up to get all of the the information from us and putting things in place was on point. It was done in a way that was not pushy, it was a pleasure to deal with Shane and we feel we are in good hands with the advice received.
One of our valued clients
Shane was fantastic to work with. He answered any and all questions we had. He provided excellent customer service going above and beyond what was needed.
Mitchell
Just had my annual review with Shane. I left the office confident in the choices I made due to Shane’s advice. Confident in the next stage of my life ahead.
Robynne
Age 56 - 65
Shane is an absolute legend!, I've dealt with many financial advisors who couldn't return calls or act on your concerns promptly, this doesn't happen with Shane. Great bloke, terrific service and very trustworthy. Can't recommend him enough.
Glenn
Age 46 - 55
Me, as an average pension, not having a 'sheep station' for investment, have been made to feel that I am just as important as the person who does have that Sheep Station. Being a 'local bloke' also goes a long way.
Carol
Age 65+
The Wealth Affect is undeniably so easy to deal with. Shane Harris is my advisor and I find him, pleasant, informative, very helpful, goes above and beyond. I am very happy with the service and my investments and the advice from Shane.
Wendy
I was recommended by an accountant to see Shane at the Wealth Affect as I have recently retired and was in need of financial advice. Shane was very professional and has helped me navigate toward a new financial phase of my life with ease and confidence. I would recommend him to others in my position.
Jude
Shane was great to deal with and provided clear advice in a professional manner and has always been available to fit meetings in with our busy schedule.
Neil
Age 46 - 55
Shane's easy professionalism was very engaging and naturally reassuring. I was trusting him with my financial future and his respectful acknowledgment was appreciated. He answered all questions and helped prompt my thinking. I feel like I have a trusted partner in planning for my future.
Sally
Age 56 - 65
Watch this space - more client testimonials coming soon!

Important Information

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This page contains information that is for Australian Residents only.

Making It Happen Pty Ltd trading as The Wealth Affect is an Authorised Representative of Lifespan Financial Planning Pty Ltd AFSL 229892

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