Paul Ivachoff

Since 2017, Paul has been my financial adviser, during this time he has guided me through my transition to retirement. I’m now comfortably retired and enjoy traveling to many parts of the world as this was a main retirement goal of mine. Paul helped me align my financial decisions with my broader life goals, which made the advice feel much more meaningful than just numbers on a page. I find it very easy to talk with Paul and he answers all my silly questions.

I have and would happily continue to recommend Paul as an adviser.

Paul has been advising me for around 5+ years, he has been a helpful adviser during this time, and I enjoy our regular meetings during which he continues to offer me guidance through my retirement. He reviews and explains in detail my personal circumstances before making his recommendations. It feels thoughtful, considered and very professional. I would recommend Paul as he has been a great adviser to me.

I was initially nervous about seeking financial advice, but the experience has been incredibly positive. The advice I have received from Paul has been invaluable; he has assisted with my finances since the passing of my husband and guided me back on the right track after the wrong guidance I received from a solicitor to withdraw all his superannuation money.

Paul has been inclusive of my two children in all our meetings and is always happy to answer any questions from the three of us. He has kept us informed on the progress of our financial plan at each stage and I feel relieved to now be on the right path.

I have recommended Paul to a friend and will continue recommending his services for those in need of a financial adviser.

We have been working with Paul for the past 6 years after our previous adviser left the industry. During this time, I have unfortunately had to move Arthur into full time care due to his health condition. Paul has been there every step of the way by helping us structure finances and cash flow needs through this difficult time for me. Paul has always been a phone call away and is patient, caring and has made this process much easier for me. We continue to talk about future plans and there is comfort in knowing he will be around to guide as my circumstances will continue to change.