About Me

Paul Richardson has been working in the Financial Services industry since 2004 and as a result has found a true passion in financial planning and assisting clients in achieving their financial goals. In turn this would help them afford their dream lifestyles.
The road to success is about doing things smarter and putting into place what he has learned about financial planning.
Most importantly with that knowledge he helps ensure his clients have a great financial future.
Paul is an avid surfer and has been able to carve out a healthy lifestyle balance between work and chasing waves. In conclusion, it’s a lifestyle that kindles his passion for helping clients eliminate some of the stresses involved with managing their finances.
Consequently this allows them to focus primarily on living happily and comfortably while planning for a rewarding future

Areas of Focus

  • Aged care
  • Cashflow management
  • Estate planning
  • Investments
  • Life/personal insurances
  • Retirement
  • Superannuation
  • Wealth management
  • Years of Experience
    Years of Experience 15 Years
  • Licensed By
    Licensed By Lionsgate Financial Group Pty. Ltd.