NOR FINANCIAL ARE SPECIALISTS IN lIFE iNSURANCE AND iNCOME PROTECTION,sUPERANNUATION AND INVESTMENT & STRATEGIC ADVICE FOR YOUNG dOCTORS.
Our mission is to provide quality financial advice that empowers our clients to make informed decisions and help them plan for the future. NOR Financial is a privately owned fee for service practice and full transparency and informed consent is the cornerstone of our business.
Based in Joondalup, Western Australia, we have over 50 years of combined experience helping clients build and protect their wealth and lifestyle, so you can be confident you are in good hands.
We make use of the latest technology to help you access and manage your financial portfolio, and other useful information, at a time that suits you.
The financial arena grows more and more complex every day. We help you to cut down the clutter and noise by providing advice that focuses on one key principle. "What do you want and how can we help you get there?"
Much like most of our clients, our team members all have young families and are also passionate about ensuring they deliver the best possible service to our clients. This demands that every person at NOR is an excellent manager of their time. Having a flexible work environment means that we rely on each other to communicate effectively and ensure that our clients best interests are top of our list every time.
SHAUN CLEMENTS - Founder & Director
I established NOR Financial to provide Risk Protection and Superannuation advice for young professionals, mainly in the Medical field. I place a heavy focus on education and ensuring that my clients understand my advice and my thought process to provide that advice. By limiting my offering to a small demographic I can provide effective and efficient advice that takes advantage of the latest trends and options available on the market at a low cost.
I have been working in Financial Planning since 1997 and have had many experiences while working in this profession. Some highlights including completing my Masters of Financial Planning (MFinPlan) while working full time and still finding the time to travel the world. There have also been some low points, such as processing my own fathers life insurance claim, which turned out to be a more harrowing experience than even I would have expected. Through all these ups and downs I have learned from new experiences and am confident in saying that I have a passion for the Financial Planning Profession and the difference it makes in people’s lives.
I live locally and enjoy spending my spare time at home with my wife, who is a FACEM, and three young daughters. I am usually in the kitchen as this is where I find my "Zen" and get to unleash my creative side. Many of my clients are friends and family as I am always eager to help and I believe they appreciate the honesty and knowledge that can be difficult to find when you are just starting out in life.
Janine Blunt - Office Manager
Janine has a long-standing history working within insurance companies and directly with financial planners. She has an in-depth knowledge of the financial planning landscape and of how to get the best possible outcome for our clients. Janine maintains compliance procedures and ensures documentation is kept in order while also liaising with clients and providers for more complex cases such as insurance claims. Janine leads the administration team, studies part time and is also a mother to her baby boy so she is certainly a high performing individual we are lucky to have working with us.