About Me

Paul works with clients experiencing life’s changes and value financial advice beyond what they have previously experienced. Paul has helped clients over 16 years manage the significant change brought about by retirement, separation, loss of loved ones and growing families wanting to growth and protect their future.

Traditionally, most people expect a financial adviser’s ability to be tied to just investment performance or money. Whilst these things are important, most seek more when planning for the future. Paul’s clients seek an approach to advice that provides outcomes aligned to their values and sense of purpose. , Paul helps clients create clarity with the planning issues for now and into the future. Much of what is discussed is around life’s needs and concerns as we lay the path together for the lives they seek.

Secondly, many of his clients appreciate a sense of self-discovery, exploring the skills to be more effective with the financial resources they have available. Thirdly, they seek insights and solutions. This does not just come from what advice Paul is able to provide, but from what he learns about his clients.

Finally, Paul works as an ongoing partner with his clients. Over time and as life changes, Paul is able to help you adjust your pans and strategies to better reflect your current situation. His value comes from a mutual understanding of life and its challenges. His clients are people with real dreams and concerns – not funds invested. Investment management or financial planning isn’t what Paul does – but how he does it!

Financial Planner of the Year AFP shortlisted, 2015 Beddoes Institute 'Most Trusted Advisers', 2015 Financial Planning Association AFP Adviser of the Year Finalist, 2013 FPA AFP Best Practice Awards WA Runner-UP