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."
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.
Paul is super helpful. He takes a very holistic approach to money management. He invests heavily in the future you want to create for yourself, then he works to make sure you have all your ducks in a row in order to optimise your outcome - your cashflow, your business structures, your estate planning, your tax planning, your super and your investments. He even helped with divorce planning which was possibly the most useful financial advice I've ever received! He breaks down even the most complex problems into logical, doable steps. His advise is easy to understand, its reliable and best of all I have trust that my money is secure and that my future plans are well on track.
Paul provided insurance help for me several years ago setting out a tailored strategy for my partner and I as well as looking at my overall financial position and doing the usual projections etc etc. I am financially literate so went only with the insurance (would have been better going with some of his fund recommendations....). When I needed help in combating the insurer on a claim he and his team went above and beyond to support my challenge of the insurer.
- Adviser status Gold
- Number of reviews 2
- First year providing advice 2005
- Years of experience 18
- Master of Business (Finance)
Absolute Wealth AdvisersLevel 26, 44 Market St
Sydney, NSW 2000
- 9:00am – 5:00pm Monday – Friday
Paragem Pty Ltd