Sheehan Financial
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Independent financial advisers based in Nelson, helping Kiwis with KiwiSaver, insurance and financial planning. Locally owned and focused on practical advice.
Content shared is general in nature and not personalised financial advice. The battle for life balance is hard to win; how do you save for tomorrow but live for today? The answer is tactics, clever tactics: muster your resources, plan carefully and find your happy
place – the sweet spot between a risky manoeuvre and a secure stronghold. And that’s where we can help. Define your happy place, work out which of those risks you can take, and what needs to be kept safe in the strongbox. Once you’ve got that, you’re off to live your life, knowing that today is for living, and tomorrow is secure. What more could you want from a financial advisor? We’re not a bank, or even a small institution. We’re a privately owned company with years of experience, vast qualifications and, most importantly, the philosophy that we’re here to help you live your life on your terms. We start by finding out a little bit about you, your life, what’s important and what’s not. Then the planning begins – what have you got, what do you need, what do you want and how do we make that happen. Mark Sheehan and Claire Corbysmith.
What could $5, $10 or $20 a week do for your child’s future? 👀
Claire and Mark are talking about investing for kids, and why more parents are exploring managed funds alongside KiwiSaver.
It’s not necessarily about having a huge amount of money to invest. It’s about starting somewhere, making regular contributions and giving that money time to potentially grow.
And the cool part? Being able to see what those small contributions could look like in 10, 15 or 20 years.
A little planning now could make a big difference to their future.
Got questions about investing for your kids? Come have a chat with us. ☕
General information only, not personalised financial advice. Investment returns aren’t guaranteed.
05/10/2026
We don’t know who made financial advice feel so intimidating… but we’d quite like a word. 😂
We’re financial advisers, yes. But we’re also just humans who drink coffee, have a laugh, ask questions ourselves and definitely don’t expect you to walk through the door already knowing all the answers.
You don’t need to know the jargon.
You don’t need to have it all figured out.
And you definitely don’t need to be embarrassed to ask a question.
Come as you are. Ask us anything. We’ll figure the rest out together.
Finance for everyday people. That’s kind of our thing.
General information only — not personalised financial advice.
01/10/2026
Thank you for sharing your time with Claire Corbysmith Jeramee Em
Proud to be a part of anyone’s kiwi saver journey no matter when they start.
General information only — not personalised financial advice.
The feeling when you finally stop putting your finances in the too-hard basket. 😂
A little planning. A few good conversations. Slightly unnecessary levels of celebration.
We support it.
18/09/2026
Consider this your very simplified investing cheat sheet. 👀
Cash. Property. Managed funds. Shares. Business. And a few alternatives thrown in for good measure.
There are plenty of places your money can go — but where it should go comes back to what you’re actually trying to achieve.
Swipe through for the short version 👉
And if this leaves you with more questions than answers, that’s kind of the point. Ask us — we’ve got actual financial advisers around here. 😂
General information only — not personalised financial advice.
16/09/2026
🧐This article is worth a read if you are in a space to invest for your children(s) future:
💰KiwiSaver or something else? How to set kids up financially.
https://www.rnz.co.nz/news/personal-finance/1408116/kiwisaver-or-something-else-how-to-set-kids-up-financially
We specialise in both KiwiSaver and PIE Investment Funds 📊
KiwiSaver or something else? How to set kids up financially Parents are using KiwiSaver to start investing for their children - but is it the right option?
Well… we’re not going to argue with ChatGPT on this one. 😂
There’s a LOT of financial information out there — some of it useful, some of it… not so much.
And while the internet can be a great place to learn, your finances are personal. What works for someone on TikTok, Reddit or even ChatGPT might not be the right fit for you.
Mark’s suggestion? Have a chat to someone.
🎧 For plenty more of Mark talking “for bloody ages” 😂, our full Investment 101 episode is now live on YouTube. https://youtu.be/oaICc8hnJdY
General information only — not personalised financial advice.
If property isn’t doing much… where IS the money going? 👀
Cash. Property. Managed funds. Shares. Bonds. There’s more than one way to invest — and knowing your options is a pretty good place to start.
We’re breaking down Investment 101 with Mark, with plenty more from this conversation to come.
Full episode on our YouTube channel 🎧
General information only — not personalised financial advice.
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Contact the business
Address
Level 1/281 Trafalgar Street
Nelson
7040
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
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