Shiona Hargen

Biography

Shiona has over 15 years experience in the financial services industry. Shiona prides herself on developing long term relationships with her clients and helping them achieve their goals. She provides holistic advice across pre- and post retirement planning including Centrelink strategies, investment strategies for super and non-super, super contributions and tax effective estate planning strategies. “We found Shiona’s professional approach and expertise exceeded our expectations in every way, including managing our superannuation and general financial advisory needs, taxation, market analysis, support with Centrelink, income analysis and projection of wealth throughout our retirement, and our preferred tolerance to risk and return” - Roy and Pamela - Retired clients