THE ethical financial advice specialist for pre-retiree professionals and business owners who want to invest responsibly.
Novo Wealth specialises in the transition from working life into retirement and ageing well.
'We have been really happy with Paul looking after our short and long term plans for a more secure future in retirement. We had been told of the transition to retirement program by workmates and friends but didn't really understand the mechanics of how it worked. Paul laid it out in full for us and followed up with implementing the plan we came up with. We have a lot more peace of mind now that the way ahead is planned and operating. Have already recommended him to several acquaintances and work colleagues and would willingly do so again. A subject as important as retirement requires the expertise of someone like Paul'
'Paul fully understands my particular financial situation and requirements. I often present him with some tricky issues, but he always analyses meticulously and finds a solution just right for my needs. He is always my trusted advisor on all matters relating to my financial welfare.'
We did not know what to expect on our initial visit, however, we found Paul easy to chat to. He understood, explained and presented a range of options tailored to our requirements. We feel this has assisted us in achieving our long term goals towards retirement. Bring on retirement, thankyou Paul for your expertise and support.
So far every contact I have had with Paul has been excellent. He has the ability to make things clear without talking down to you. He came to me with excellent references, and I feel it will be a positive relationship for the future.
Always the consummate professional, he takes time to explain patiently and thoroughly all details of my finances. I have complete faith in his advice and experience.
- Adviser status Gold
- Number of reviews 6
- First year providing advice 2007
- Years of experience 15
- Graduate Diploma of Commerce
Novo Wealth Design Pty LtdLevel 1, 19 Rundle Street
Kent Town, SA 5067
- 8:00am – 7:00pm Monday, Wednesday
- 9:00am – 5:00pm Tuesday, Thursday – Friday
Futuro Financial Services Pty Ltd