As a young person with little knowledge of finances/shares/investing, Paul was a godsend. He explained everything in an easy to understand language that made sense to me and provided excellent advice and guidance. Moving forward, I know I am in an excellent position and my money is being looked after and utilised well. I can not recommend Paul highly enough! Alex from the Gold Coast
My wife and I realised that if we were going to be smart about our future then we should bite the bullet and finally pay for financial advice. This was a big step for us! We'd heard the nightmare stories. Thankfully we were introduced to Paul through a friend as someone we could trust and rely on, and we haven't been disappointed. Paul takes a detailed deep dive into your hopes and plans, then presents a range of options in a clear, logical, independent way, with as much detail as you are prepared to take on board. He knows everything, saved us money from day one, and communicates super well. He has steered us through this pandemic more than capably.
The best thing about working with Paul was that he listened to my needs and helped me establish my financial goals. He took great care and time considering my current situation and anticipated future requirements of myself and my family. Paul was able to discuss and advise on assets such as superannuation as well as providing direction with financial issues related to my Will. He also spent time reviewing my insurance and advising me, ensuring that I secured insurance that would provide security for my young family. Paul provides personalised service, demonstrates an extensive knowledge across various areas and shows a genuine concern for his clients' best interests.
Tfc Wealth ManagementUnit 7, 149 Livingstone Rd
Marrickville, NSW 2204
- Adviser status Bronze
- Number of reviews 3
- First year providing advice 2016
- Years of experience 7
- Graduate Diploma of Financial Planning
Synchron Advice Pty Ltd