About South East Financial Group
EXPERIENCED | GOAL-ORIENTATED | SUSTAINABLE
South East Financial Group started in 2019 with Shane and Suz wanting to create a financial experience that is client focus and client friendly. Suz and Shane had been working together since 2015 working on a way to create a better Financial Planning experience. SEFG was established focusing on client goals to provide holistic financial advice in an affordable way.
Co-founders Shane and Suzannah are specifically passionate about leaving the world in a better place both through their actions in their daily lives, their business practices and of course through the investments they choose for their clients. They also strongly support educating youth about financial responsibilities and creating tailored approaches for their clients to achieve financial freedom and whatever their goals may be. Their love for nature, sustainability and the environment are a large focus within their work, and they aim to provide this freedom and lifestyle to all those they work with.
DIRECTOR | FINANCIAL PLANNER | LENDING SPECIALIST
A genuine true passion to help people and change the financial planning world, Suzannah is the best thing to happen to the financial planning industry ever! Friendly, family orientated and a drive to help as many people as she can, Suz will go above and beyond to make a clients dreams become goals and goals become achievable. A conversation with Suz will help you understand your deep values and key drivers to make your money work better for you. Family, lifestyle, friends and being outdoors drives Suz to be able to deliver a true financial experience for anyone.
DIRECTOR | MORTGAGE BROKER | CERTIFIED FINANCIAL PLANNER
Delivering advice with extraordinary technical expertise in all areas of finance, you will want Shane to be a part of your professional financial team. His calming nature, loyalty, dedication and supportive approach is paramount to all of his clients success, and helping you manage your money mindfully. He is setting the standard for the modern day Dad, balancing home life at the same time as helping clients to achieve their own financial life dreams and living the best version of their life. Good times, health, family and leaving the world a better place underpin his life roadmap.