Paul Theodore

We have been under Pauls guidance since early 2019 when we decided to streamline our superannuation. We feel very confident in his ability and knowledge. As we head into retirement it is one less worry to have a supportive and trustworthy adviser.

Paul has given me advice in areas including managing debt, preparing for retirement and how to use my superannuation to help fund my lifestyle for the oncoming years. I feel easy now in how to go forward into the next stage of life knowing I will always have support and advice from Paul whenever I require it. I’m very confident that the advice given was right for my immediate needs and for the coming years.

Paul is clearly driven by a desire to help others. He has a positive attitude and an excellent depth of knowledge. He helped us to sort through our choices as a retired couple with an emphasis on retaining a part pension while investing an inheritance. We would be happy to recommend Paul to others who need similar advice.

Exceedingly happy with Pauls advice with my recent retirement. Through phone consultations, I found him to be very knowledgeable and easy to understand. I would highly recommend Paul.