Paul Garner

Novo Wealth Design Pty Ltd

Gold
15 Yrs Experience
Kent Town, SA 5067
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.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Financial Hardship
  • Redundancy
  • Aged Care
  • Expat Finance
  • Socially Responsible
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

Recent reviews

At a glance

  • Adviser status Gold
  • Rating 5.00
  • Number of reviews 6
  • First year providing advice 2007
  • Years of experience 15
  • Highest qualification
    • Graduate Diploma of Commerce
  • Language spoken
    • English

Novo Wealth Design Pty Ltd

Level 1, 19 Rundle Street
Kent Town, SA 5067

Opening hours

  • 8:00am – 7:00pm Monday, Wednesday
  • 9:00am – 5:00pm Tuesday, Thursday – Friday

Licensed by

Futuro Financial Services Pty Ltd

AFSL 238478

5.00
6 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
5.00
Likely to recommend
Showing reviews 1—6 of 6

Sort by

5.00

"'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'"

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"'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.'"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Wills & Estates
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"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."

  • Superannuation
  • Retirement & Pension
  • Tax Strategies
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Great job, explained things clearly and succinctly in language I understood. Now all set up and just need to work the plan!"

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—6 of 6

My clients have reviewed me based on the following areas of advice

  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Tax Strategies
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2007

Graduate Diploma of Commerce

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
University of South Australia (UniSA)
Completed
2000

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
Kaplan Professional (prev Tribeca Learning)
Completed
2009

Bachelor of Business (Marketing)

Level
7 - Bachelor Degree
Institution
University of South Australia (UniSA)
Completed
1996

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
Certified Financial Planner
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