Mark Sheehan
Ph | 021 287 3877, 03 545 8928
Email | mark.sheehan@plus4.co.nz
Website | www.marksheehanfinancial.co.nz
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Nelson-based financial adviser and insurance broker Mark Sheehan has a Bachelor of Commerce in business and finance from Auckland University and a Graduate Diploma in Business Studies in financial planning from Massey University.
Speciality Areas
Disability Insurance
Key Person Insurance
Medical Insurance
Mortgage Protection Insurance
Income Protection Insurance
Critical Conditions or Trauma Insurance
Life Insurance
Background
After graduating from Auckland, Mark worked in the tourism sector managing visiting celebrity tours around New Zealand before heading off overseas where he was responsible for 10 retail outlets across the South Coast of England for Total Petrochemicals. On returning to this country in 2007, he joined Tower’s investment team in Wellington as a business analyst. He subsequently moved to Nelson where he has worked as a financial planner and insurance broker, primarily working with small to medium sized businesses, families and high-net-worth individuals.
Mark is a sought after speaker throughout the Nelson Marlborough region on financial planning and insurance and specialises in investment advice including, KiwiSaver, and personal and business insurance.
I help people achieve greater financial independence so as they can live the life they want to live, now. By helping them manage their finances, my clients are able to enjoy life now and have an assured future.
I take an objective approach to business, working with customers to look for quick wins, whether that is being smarter around their mortgage structure, putting better insurance plans in place or making their investments more tax efficient but also keep longer-term goals in mind. By aligning all the areas of your finances towards your ultimate financial goals, we get some powerful results.
In this region, many people want to enjoy a more balanced lifestyle through travelling or studying, so I help them put their financial house in order to create opportunities for them to realise these goals.
Not being tied to a particular provider ensures Mark can tailor solutions to best suit your personal or business circumstances.
A keen sportsman, Mark enjoys surfing, masters athletics and plays football for FC Nelson.