The Wealth Affect

The Wealth Affect is a financial advisory firm based in Dubbo and surrounding areas. The firm takes a holistic approach to finances. Its financial adviser is a member of the Responsible Investment Association Australasia (RIAA).

The firm provides financial planning services including superannuation advice, self-managed superannuation funds, retirement planning, cashflow and budgeting, debt management strategies, tax planning and minimisation strategies, personal investment advice, personal insurance advice, planning for young families, small business support and mentoring, ethical investing, and education funding.

Confidence and clarity around retirement planning emerge as the themes that surface most often in feedback about this Dubbo practice. Shane Harris is named repeatedly, with clients describing him as knowledgeable and approachable, someone who explains financial matters in plain English rather than jargon. Several reviewers describe a sense of control and security after engaging his services, particularly when dealing with retirement planning, superannuation, Centrelink matters and complex financial arrangements. Communication stands out as a recurring strength, with questions answered promptly regardless of their size, and intentions set out clearly and concisely.

Reviewers frequently point to that Shane goes beyond what they expected, including one account of setting up an account and selling shares under a power of attorney, a process described as challenging yet handled accurately and efficiently. The administrative team is also noted for being friendly and helpful, contributing to a process that clients describe as stress-free. Clients facing confusing financial decisions mention receiving clear options that made planning for the future more comfortable, and the trust placed in Shane and his team is a point that comes up often across the feedback.