Paul is one of Australia's leading business life and income protection insurance advisers & speakers and can be contacted on
www.paulmilbourne.com.au / firstname.lastname@example.org
https://www.findex.com.au/adviser/paul-milbourne / email@example.com
Paul's clients are successful professionals such as lawyers, accountants, medical professionals, executives and business owners living all over the world. They love working with him as he helps break the complicated in to easy to understand real life scenarios; ensuring they are able to make sensible decision on how they can best protect what is important to them.
Having successfully established his own financial planning business for Australian expats he has a very unique insight in to what it takes to be successful in business and how to work hand in hand with other successful business people, centres of influence and executives.
Paul is active in social media & would love for you to connect with him on
Paul was an excellent risk adviser - giving us solid scenario planning throughout the risk insurance process.
Thank you Paul for your advice regarding our family's life insurance. Paul made us feel comfortable with his level of knowledge and advice and was incredibly thorough in explaining every aspect of the process. He ensured we understood all the details before making any decisions, which gave us great confidence in the choices we were making for our family's future. Beyond his knowledge and communication skills, he displayed a strong commitment to our best interests. He tailored his recommendations to suit our specific needs and financial situation, thank you Paul!
Paul was always responsive and found me a much better insurance deal than I ever expected.
Working with Paul was an absolute pleasure. He assisted us with the insurance requirement we had, and also referred us to a lawyer for other services we needed which made an initial overwhelming process very easy and smooth.
Paul went above and beyond his scope of works and donated hours of unpaid time to help us. We would highly recommend Paul and would not go anywhere else for any future services needed.
We engaged Paul at the recommendation of our accountant to help us revise our key man insurances and align them with a new buy sell agreement. Not only did Paul provide great advice, he saved us $10,000 per year in insurance premiums. A good man to have on your 'speed dial'.
- Adviser status Bronze
- Number of reviews 23
- First year providing advice 2007
- Years of experience 16
- Advanced Diploma of Financial Planning
Findex Advice Services Pty LtdLevel 42, 600 Bourke St
Melbourne, VIC 3000
- 8:30am – 5:30pm Monday – Friday
- In person
- Video call
Findex Advice Services Pty Ltd