Shakespeare Financial Group has a 4.9 rating across 19 reviews with 95% five-star scores. Reviewers consistently praise the team for going the extra mile, responding quickly, and offering sound financial guidance across loans and business finance. Staff including Peter, Nic Baroni, Jacob Lay, and Josh Parsons are named for their knowledge and professional approach.
Based on limited recent reviews, so treat this as low-confidence.
All three reviews name Aran and credit him with beating bank refusals, guiding first-time buyers through paperwork, and prioritising clients' financial health over quick commissions. No negatives recorded across the sample.
Not enough recent reviews yet to synthesise a reliable sentiment read for this business.
Over 5-8 years, clients consistently describe being heard before advised. Pat, Shane, and their team treat each person's circumstances as unique, explain trade-offs honestly, and follow through on complex issues like superannuation strategy and estate planning without the hard sell or rush. Fees are acknowledged but matched by depth of attention and results that shift how people see their financial future. Several clients specifically mention moving from hesitation to confidence in retirement planning after working with the team. The firm acts with integrity across mortgage broking, investment management, and self-employed advice, earning loyalty measured in decades rather than transactions.
Last updated 2026-07-30