We have helped people reach their financial potential for over 20 years in the Brisbane, Sydney and Newcastle area with great success. Our clients are often career-minded, high achievers who felt their finances fell short in light of their income. We enabled them to take control of their financial situation.
Your net worth to the world is usually determined by what remains after your bad habits are subtracted from your good ones. – Benjamin Franklin
Our Management Team
Clever Cashflow four co-directors bring close to 100 years of combined relevant experience and are committed to helping our valued clients to achieve their financial goals.
At just 49 years of age Shane is a veteran to the Australian Financial Services industry with an impressive track record. Shane founded and managed one of Newcastles largest and most successful mortgage reduction and financial planning practices before relocating to Brisbane in 2013. Shane then founded Private Wealth Group, where he acts as a Senior Financial Adviser for select clients. Every year Shane passionately helps Australian families meet their financial goals.
Patrick has founded and managed several businesses in Australia and overseas. From a significant IT business which sold to a publicly listed company in Sweden, to online business models that helps people finding the best car financing deals in the US. Patrick brings years of corporate governance and business development experience. Patrick is a Graduate of the Australian Institute of Company Directors and is an active Certified Financial Planner. He takes pride in helping many Australian families achieve their financial objectives.
Scott is a successful entrepreneur and well known in property circles. He has built a sustainable business model by siding with the buyers and investors of properties, rather than the developers and builders. Scott brings valuable experience from the US property market and best practice around independent property investment advice. Scott represents many clients in their wealth building property transactions.