Financial security during retirement is so important and the complexity of investing and the juggling of investments to achieve maximum benefit needs competence in financial dealings. We are very confident that Paul and the Retire Invest team have the skills and the experience to help us. Paul is very personable and we feel very relaxed in his meetings. Any queries we have are answered promptly and efficiently.
We are totally confident with Paul’s advice and the fact he is always contactable for that advice.
Paul makes it very easy to understand how to best manage our financial future, we are very relaxed and confident with his communication and simple explanation with our finances.
Paul obviously familiarises himself with our personal circumstances prior to interview. He has a very pleasant personality and easy communication style. Review not at all rushed.
Paul has been my financial planner and adviser for many years. He has always been well prepared for scheduled portfolio reviews and has always provided sound advice. In addition, he contacts me as required should he consider that a change should be made to my investment portfolio or my allocated pension arrangements.
RI Newcastle & Lower Hunter43 Elgin St
Maitland, NSW 2320
- Adviser status Gold
- Number of reviews 9
- First year providing advice 2011
- Years of experience 12
- Bachelor of Commerce