Sheehan Financial

01/06/2026

“What exactly is it that you do?”

It’s a question Sam gets asked all the time.

The answer? It usually starts with a conversation.

Not about policies, premiums, or paperwork.

About your life.

If something unexpected happened tomorrow, would your family be okay? Could the mortgage still be paid? Would the bills keep getting covered? Would the people you care about have the support they need?

These aren’t always easy questions to think about, but they’re important ones.

At Sheehan Financial, insurance isn’t about selling cover. It’s about helping people understand the risks they’re exposed to and making sure they have a plan in place if life doesn’t go exactly as expected.

Sometimes all it takes is a conversation over a coffee to figure out where you stand.

Because life happens. Expect the unexpected.

28/05/2026

Wrong KiwiSaver fund? 👀

A quick check now could make a big difference later.

We’re giving one lucky person the chance to WIN a $100 Prezzy Card simply by completing a quick KiwiSaver review with the team at Sheehan Financial 🎁

✔ Independent review
✔ Quick 10-question check
✔ No obligation
✔ Local advisers here to help make KiwiSaver make sense

Sometimes the hardest part is just knowing where to start — and that’s exactly what we’re here for.

👉 Flick us a DM or follow the link in our bio to get started.

Winner drawn 30 July.

T&Cs apply. This information is general in nature and does not constitute personalised financial advice.

25/05/2026

A lot of people put insurance into the “I’ll sort it later” category.

Not because they don’t care — but because it can feel overwhelming. Too many options, too much information, and no clear place to start.

At Sheehan Financial, the goal is to make those conversations feel simpler, more practical, and easier to understand. No pressure. No complicated jargon. Just real conversations about protecting yourself, your family, and your future.

Turns out the hardest part is often just making the call.

📍Nelson locals helping locals.

This information is general in nature and does not constitute personalised financial advice.

24/05/2026

Wrong KiwiSaver Fund? 👀

🎁 Complete your check and go in the draw to WIN a $100 Prezzy Card.

It only takes 5 minutes to check whether your KiwiSaver is still working for your goals.

✔ Free independent review
✔ Quick 10-question check
✔ No obligation

👉 Start now: https://sheehanfinancial.co.nz/investment/kiwisaver-and-superannuation/omnimax/

Winner drawn 30 July.

The decisions you make with us, and the advice we give you, take into account much more than money — we focus on your future.

20/05/2026

Not all KiwiSaver advice is created equal.

At Sheehan Financial, We are local, independent and licensed advisers helping Kiwis make smarter decisions with their retirement savings.

We have access to a wide range of providers in order to find the right fund for you.

Take our FREE 5 minute check to see if your on the right track.

✔ Quick and easy
✔ Free, no obligation
✔ Clear next steps

🎁 Bonus: Every completed review goes in the draw to win a $100 Prezzy Card. To be drawn 30 July.

👉 Start your free check today:

https://sheehanfinancial.co.nz/investment/kiwisaver-and-superannuation/omnimax/

The decisions you make with us, and the advice we give you, take into account much more than money — we focus on your future.

19/05/2026

🎙️ More Than Money Podcast
Subscribe here 👉 https://www.youtube.com/

More Than Money Podcast — a new local podcast focused on real conversations about money, life, business, and community.

So far we’ve shared:
✅ Conal Beban’s powerful personal insurance and Rānui House journey
✅ A conversation with Emily about fitness, discipline, and financial habits
✅ An honest discussion with our summer intern Tom about navigating money in your 20s

And we’re only just getting started.

We’ve recently recorded more episodes with Claire and Sam from the Sheehan Financial team covering:
• KiwiSaver
• Insurance
• Financial planning
• Understanding your options
• Real-life financial conversations without the jargon

We’re creating this content with Nelson locals in mind — practical, honest conversations designed to help people better understand their finances and feel more confident about the future. 🤝

If that sounds like something you’d enjoy, we’d love your support by subscribing to the channel and following along as we grow.

Big shout out to for creating such an awesome podcast space 🎧



This information is general in nature and does not constitute personalised financial advice.

14/05/2026

POV: the team photo from three years ago was hanging on by a thread 😂

Big thanks to for the shoot this week. We love working with you and are very grateful for some fresh updated photos of the team 📸

13/05/2026

Most Kiwis are in the wrong KiwiSaver fund... and don't even realise it.

That could mean missing out on thousands over time.

In just 5 minutes, you can check:

• Your fund matches your goals
• If your missing growth opportunities
• What to do next

Free, independent review from licensed advisers.

🎁 Bonus: Every completed review goes in the draw to win a $100 Prezzy Card. To be drawn 30 July.

👉Start your free 5-minute check now:

https://sheehanfinancial.co.nz/investment/kiwisaver-and-superannuation/omnimax/

The decisions you make with us, and the advice we give you, take into account much more than money — we focus on your future.