Sheehan Financial

15/06/2026

“Our little podcast” 🎙️

We’re grateful to have the opportunity to share knowledge and start conversations that we hope help Nelson locals feel more confident about their finances.

At Sheehan Financial, we genuinely believe good advice shouldn’t be gatekept. That’s why we’re passionate about creating content that makes topics like KiwiSaver, insurance, and investments easier to understand.

If you have questions, reach out. While we can’t provide personalised advice through social media, we’re always happy to point you in the right direction and have a conversation.

And just like we have a team helping clients, we also have a great team helping us bring these conversations to life.

🎥 Video Production: Jamie
🎙️ Podcast Space:
📱 Social Media: | .social.nz

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

08/06/2026

Insurance premiums have increased across much of New Zealand, and for many households it’s another expense being closely reviewed.

The temptation can be to simply cancel and move on.

But insurance isn’t a streaming service or gym membership. Once cover is cancelled, getting it back later isn’t always straightforward.

Depending on your circumstances, there may be other options available before making that decision.

✔ Review your cover
✔ Adjust your policy
✔ Reassess your priorities
✔ Make a plan that fits your current budget

Sam’s latest article explores why premiums are increasing, what is happening in the insurance market, and why it’s worth understanding your options before cancelling cover altogether.

Because insurance isn’t really about policies.

It’s about protecting your choices when life doesn’t go to plan.

📖 Read the full article and start the conversation.

https://sheehanfinancial.co.nz/2026/06/08/why-insurance-premiums-are-rising-and-what-you-can-do-about-it/

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

07/06/2026

Not every day at Sheehan Financial is spent behind a desk.

Over the past few weeks we’ve been out connecting with the Nelson community, from refreshing our team photos, to debating the future of AI and financial advice at Quotemonster, and supporting incredible local fundraising efforts at Victory Boxing’s Night With The Stars event.

We believe good advice starts with good conversations, and some of the best conversations happen outside the office.

A big thank you to everyone we’ve met along the way. We’re proud to be part of such a connected and supportive community.

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.