My approach to advice is designed to simplify your financial decisions, empowering you to make more informed and better choices, assisting you to avoid potential financial mistakes.
I can help you design the life you want. Utilising our Client Wealth Portal you can then seamlessly manage and track your goals & finances.
I am a CERTIFIED FINANCIAL PLANNER ® and am highly skilled at explaining the complex in simple, easy to understand terms. I possess over 15 years experience in dealing with a vast array of clients. Whether you be approaching retirement, a business owner, wanting to grow wealth, ensure your family are OK if something happens to you, help your children financially, fund their education or want to consider a SMSF, I can help.
I focus on education and encourage you to take ownership of your financial future. An objective voice and structured framework will assist you to make sound, confident & smart financial decisions.
Playing a part in the betterment of your life is a privilege & very fulfilling. Seeing the joy at reaching milestones and hearing about the difference my advice has made to your life is very rewarding.
Paul has been our financial advisor for the past year managing my superannuation, and giving us advice on retirement, pension and assets. He has provided us with regular updates on our financial status and face to face meetings via the internet to explain our investments and to answer questions we may have. Paul is very approachable and explains things clearly. His knowledge and experience is evident and we have confidence in his guidance. He responds promptly to our queries or questions.
Paul has given advice in our areas of personal investment and protection. Paul is able to clearly explain benefits and risks in a manner that is clear to both me and my husband. He is very personable and well liked.
Paul has given us advice in areas including, self funded super funds, superannuation , portfolios, and many other products which are relative to our situation. Paul has always explained things clearly to me and has always given us advice on many questions I have asked him. Pauls knowledge and experience makes me feel very confident that the advice given was right for my needs. I always recieve Pauls full care and attention to matters when needed.
Paul has given us advice across a wide range of areas, including the best way to manage and approach our Government based superannuation accounts. With Paul's assistance we have changed the way we approach our savings, investments and income protection, and have maximised our available income. Paul has always explained things is a clear, patient and understandable manner. We are very confident that the advice we have been given is sound and places us in the best position moving forward.
Paul has given us invaluable advice in areas including superannuation, insurances and growing our money. Paul is professional, concise and thorough in how he presents and explains information. His knowledge and experience are evident in the quality of advice he provides.
- Adviser status Platinum
- Number of reviews 40
- First year providing advice 2005
- Years of experience 17
- Graduate Diploma of Financial Planning
R&R Wealth Solutions Pty LtdSuite 3, 35 Tamara Dr
Cockburn Central, WA 6164
- 9:00am – 4:00pm Friday
- 9:00am – 5:00pm Monday – Thursday
- In person
- Video call
Sentry Advice Pty Ltd