In my role as a financial adbviser I have the privlege of ensuring people can retire with dignity, having the income they need and to be able to enjoy the experiences they wish to explore pre and post retirement.
I believe that with the tools I and our team have at our disposal - knowledge, experience and practical thinking, we will create an individual map for each client and their family to guide them on how to get to where they want to go.
Our first meeting is at our cost to ensure we wish to work together and then the cost of advice is appropriate for complexity of the issues involved - it may be lower than the normal fee or significantly higher if of great complexity. All fees are discussed and agreed to prior to implementing.
Paul has been advising my wife and I for over 15 years. He always provides honest advice in a manner that makes it simple for us to understand.
I couldn’t reccomend Paul enough to anyone. Paul used language that I was able to understand and made understanding my super and long term financial palnning easy to do. He was happy for me to contact him and clarify anything I needed. I felt like Paul was always looking and wanting the best outcome for me. I have and will continue to reccomend him to anyone looking for a good planner and great guy.
- Adviser status Silver
- Number of reviews 2
- First year providing advice 1996
- Years of experience 26
- Certified Financial Planner (CFP)
Woodward Nhill Financial PlanningLevel 5, Ballarat Mechanics Institute, 117-119 Sturt Street
Ballarat, VIC 3350
- 9:00am – 5:00pm Monday – Friday
Paragem Pty Ltd