Q & A with Shane
When did you join Insight and what are you area’s of expertise?
I was an estate agent then a mortgage broker, I was always referring clients to a mortgage broker then thought I could do it myself. So, I studied for my diploma in my own time then joined Insight in April 2024. Now I particularly enjoy working with business owners – company investments and benefits review, inheritance tax planning, retirement planning and protection.
What do you love helping clients with?
I do have a soft spot for company benefits overview, putting benefits in place for staff is rewarding.
What’s the most unusual thing you’ve ever helped a client fund?
I helped a client fund a man cave – new computer, furniture and decoration is lovely!
Start early! Even if you save little and often.
Highly recommended
Very pleased with the services from Shane at Insight – he has helped me consolidate various pensions and made the whole process seamless. One less thing to worry about when you have multiple demands on your time. Highly recommended.
More about Shane
What’s your personal financial freedom dream?
Ideally my wife being part-time to spend more time with our son.
What do you do outside of work?
I do a lot of CrossFit.
What is a luxury you could never give up?
Holidays every year.
Stop drinking so much and save a bit more money!