Paul is passionate about helping clients understand the consequences of the choices they make, so they can make informed choices. He wants his clients to have more time to pursue their unique version of happiness.
Clients get to leverage off his lived experiences/learnings, so they can enjoy life and focus on what really matters.
Paul has a passion for financial history as history is not repeated, but it does rhyme. There’s nothing new under the sun, so act accordingly. Outside of work, Paul tries to keep up with my wife and girls is on the weekend, loves being outside, working in the backyard or enjoying nature. Paul a Carlton tragic & a lover of all things Italian!
Flat fee based on the complexity of work. No Commissions or third party payments. I only get paid from the client. First Meeting is on Roskow, our minimum ongoing fee is $6,600 pa.
Paul was super knowledgeable and professional as well as showed an interest in my situation. Would not hesitate to recommend him.
Paul has provided excellent independent advice and service in regards our financial investments and SMSF.
Paul was brilliant in listening to us and drawing out of us our true goals and aspirations and then mapping out a strategy to achieve these goals.
Paul always speaks in terms you can understand. He is easy going and manages to allay any fears I may have about my investment portfolio and its performance. He always has good advice and has guided me through some difficult times over the last few years. He shows genuine concern for me and my family's well-being and checks in with me on a regular basis for a personal and financial well-being catch-up. He offers sound financial advice and has helped me navigate decisions about investment distribution to gain the maximum returns in tough times. He follows up his advice with clear graphs and data and explains it all concisely and clearly. Paul is passionate about all matters financial and takes great pleasure in explaining it to me. He never rushes through an appointment and talks me through any questions and concerns i have, with great care and detail. I always feel on top of the world after a meeting with Paul and without him and his knowledge, I would be floundering around in a dark, financial abyss, totally clueless.
Paul is an exceptional financial adviser who has made a lasting impact on our financial journey. His expertise, personalized approach, and commitment to our success have been outstanding. I highly recommend Paul to anyone seeking expert guidance in wealth management. With him by your side, you can confidently navigate the complexities of finance and achieve your financial goals.
I can wholeheartedly recommend Paul. We have been working together for quite a few years now. His advice from investment stage to retirement has been invaluable. His relaxed style and patience has made my financial journey a breeze.
- Adviser status Platinum
- Number of reviews 26
- First year providing advice 2003
- Years of experience 20
- Bachelor of Business (Financial Planning)
Lifespan Financial PlanningLevel 1, 1121 High St
Armadale, VIC 3143
- In person
- Video call
Lifespan Financial Planning