Paul is one of Australia's most experienced Private Wealth Managers but brings a fresh approach to his practice. It’s about simplifying the complex, creating clear space for you and aligning your finances with the things you want out of life. Paul and his team at Absolute Wealth Advisers provide a highly personalised, holistic approach to financial management.
Paul works with custodians of wealth, often acquired through inheritance, divorce or built from a lifetime of hard work. His clients are high-net wealth individuals who care deeply about their responsibility for preserving and growing their wealth, but don’t want the burden of managing day to day admin, complex structures, tax and investments.
Wealth rarely exists without some level of complexity. Paul's strength is in pulling together those complex components and simplifying them in a way which is more manageable, more understandable and more profitable.
"Understanding your financial landscape in absolute detail allows us to declutter your financial world and open up opportunities best suited to you. Getting to know you and forging solid working relationships with your trusted advisers (accountants, lawyers etc) is our highest priority. And it's the part of our work we enjoy most. We work towards long term partnerships with our clients and it makes sense to work with people we like and who share our values. Our aim is to become a trusted partner that you can turn to for guidance and help on an ongoing basis. It's a premium, on call service." says Paul.
"Our job is to alleviate your fears and take the burden out of managing your money. That means providing a sound, tax effective financial infrastructure, full administrative support and safe proven investment options. It also means planning to fulfil your goals - whether that be in business, property, travel, providing for family, education, philanthropy, creativity or the pursuit of adventure. Whilst we believe in growing your funds, we understand that true wealth management should be measured against your satisfaction with life not just the figure at the bottom of your balance sheet.
And where possible we like to help our clients take a conscious approach to managing their wealth. Being the custodian of wealth is a responsibility. And we are dedicated to providing ethical and socially responsible options for our clients to be able to feel good about the way their wealth impacts their families and society."
Expertise
My fees
We charge a combination of Fee of Service which is an annual fee starting from $8000 per annum based on your needs and financial complexity, Asset Management Fee (.088% of funds under management) and Mortgage and Insurance Commissions.
Recent reviews
At a glance
- Adviser status Gold
- Rating
- Number of reviews 2
- First year providing advice 2005
- Years of experience 19
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Highest qualification
- Master of Business (Finance)
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Language spoken
- English
Absolute Wealth Advisers
Level 26, 44 Market StSydney, NSW 2000
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Paragem Pty Ltd
AFSL 297276