about US

Galleon Capital & Advisory

About Us

Galleon Capital & Advisory is a leading wealth management firm specialising in financial planning, private wealth management, personal and business protection, tax strategies, Superannuation retirement planning, Centrelink advice and Estate Planning. We combine our academic expertise, real-world experience, on what is really important to you and provides you with the best tailored advice that makes a difference to your life. We will spend our time to understand your goals and what matters to you the most.  

We believe empowering our clients with knowledge and we provide you a holistic approach in addressing your goals and objectives. We bring together our academic expertise, real world experience, and excellent customer service to provide you with the best experience when it comes to financial advice.
Our ongoing relationship with our clients is a life long partnership that we value the most. We ensure our clients are kept on track year after year in achieving their personal, financial and lifestyle goals. 

Our mission is simple “To provide you with honest, trusted and professional advice at the most affordable price in the market”

The Galleon Difference

1. Galleon’s Unique Personalised Service

Galleon offers a highly personalised client experience. We understand that each individual client circumstances, goals and objectives are unique and specialised tailor-made solutions need to be crafted with lot of care and understanding. We connect with you at a deeper level to understand what matters the most and tailor unique strategies to address your personal, financial and lifestyle goals & ambitions.

2. Galleon’s Fee Guarantee

We stand out in the market delivering you with the most affordable financial planning solution. Our price guarantee ensures that regardless of how big or complex the strategy is, you will receive the most comprehensive advice at the most affordable price. Our fees are purely based on a “fee for service” basis and we will NOT quote a fee as a % on your total assets. Our Fees are capped, upfront and transparent unlike most other practices.

3. Specialist Advice with no surprises

We specialize in developing tailored financial strategies and we think our services are world class. We combine our academic knowledge and industry expertise with extensive research capabilities across all aspects to provide you with most sophisticated wealth creation strategies. At Galleon, we have no surprises and we will never keep you in the dark.  We believe in the values of integrity and openness and we deliver our advice with total transparency to ensure you will have all information necessary before you make a decision.

4. Keeping you on track

We share a universal commitment in building a deep long-term relationship with our clients. We work with you to ensure that you stay on track and make modifications as your circumstances change. In our ongoing journey our clients appreciate the ability to have an open conversation about their issues or challenges they face with someone who truly understands their situation. You will have the confidence and peace of mind that your financial affairs are looked after by the industry experts and you stay on track in achieving your goals year after year.

Our Services to the Community

Pro Bono Services
We team up with Financial Planning Association – Australia (FPA) for the Cancer Council’s Pro Bono Financial Planning Referral Service. Our aim is to give something back to the community and help families affected by cancer, where we can provide our services on a pro bono basis. Our aim is to contribute to the wellbeing of people affected by cancer & reduce the stress and financial burden when they us need the most – at no cost

We team up with the Financial Planning Association of Australia (FPA) for the Cancer Council’s Pro Bono Financial Planning Referral Service. Our aim is to give back to the community and help families affected by cancer by providing our services on a pro bono basis. Our goal is to contribute to the well-being of people affected by cancer and reduce the stress and financial burden they may face during this difficult time, at no cost to them.

As financial advisers, helping others is of utmost importance to us. We speak to people every day about their goals, ambitions, and dreams and create financial strategies to bring them to reality. At Galleon, we take it one step further by collaborating with the FPA and the Cancer Council’s Pro Bono Financial Planning Referral Service. Our aim is to contribute to the well-being of people affected by cancer by reducing stress and financial burden.

These issues may include:
• Planning for the future
• Investing lump sum benefits and developing strategies
• Early access to superannuation and insurance benefits
• Accessing Centrelink benefits
• Developing a budget and managing cash flows.

Our Services

wealth management

Superannuation & Retirement Planning

Personal & Business Insurance

tax
planning

Cashflow & Budgeting

Read What People Say

Shan has provided my wife and l great service and we are so very grateful for all the support and guidance we received. I highly recommend Shan to anyone who is looking for retirement and control their financial wellbeing.

Michael K

Self Funded Retiree

I have been a client of Shan at Suncorp and his personalized service has been invaluable in achieving my financial goals. He takes the time to understand my circumstances and make recommendations that have made a real difference in my life. I highly recommend his service.

Jonathan M

Executive Manager

Shan not only helped me plan my finances but also saved me a significant amount in taxes. His detailed strategy was tailored to my specific needs and helped me maximize my savings.

Ruwan W

Head of Engagement