Paul Turner

Wealthwise Pty Ltd

Platinum
14 Yrs Experience
Osborne Park, WA 6017
I work with individuals, families and busy executives experiencing life’s changes who value financial advice beyond what they have previously experienced. Over 11 years I have helped clients simplify complex financial situations brought about by significant life change events including retirement, separation, changing employment conditions and growing families wanting to build and protect their future. Traditionally, most people expect a financial adviser’s ability to be tied to just investment performance or money. Whilst these things are important, most seek more when planning for the future. My clients seek an approach to advice that provides outcome aligned to their values and sense of purpose. Firstly, I help clients create clarity with the planning issues for now and into the future. Much of what we discuss is around life’s needs and concerns as we lay the path together for the lives they seek. Secondly, many of my clients appreciate a sense of self discovery, exploring the skills to be more effective with the financial resources they have available. They next seek insights and perspectives that come from my own business perspective. These insights do not just come from what advice I am able to provide, but from what I learn about my clients. Finally, I work as an ongoing partner with my clients. Over time and as life changes we’re able to adjust the plans and strategies to better reflect your current situation. My value comes from a mutual understanding of life and its challenges. My clients are people with real dreams and concerns – not funds invested. Investment management or financial planning isn’t what I do – but how I do it! I was recognised in 2016 as a Finalist in the 2016 FPA AFP Financial Adviser of the Year, Beddoes Institute 2015 Most Trusted Advisers and the 2013 FPA Financial Planner AFP Best Practice Award WA runner up.

Expertise

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Financial Hardship
  • Complex Investments
  • Socially Responsible
  • Tax Strategies
  • 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 Platinum
  • Rating 5.00
  • Number of reviews 8
  • First year providing advice 2008
  • Years of experience 14
  • Highest qualifications
    • Graduate Diploma of Financial Planning
    • Graduate Certificate in Business (Marketing)
  • Language spoken
    • English

Wealthwise Pty Ltd

The Garden Office Park, Suite 2, Level 4, 355 Scarborough Beach Rd
Osborne Park, WA 6017

Opening hours

  • 8:00am – 5:00pm Monday – Friday

Licensed by

Fortnum Private Wealth Ltd

AFSL 357306

5.00
8 Reviews
5
4
3
2
1
5.00
Clear communication
5.00
Knowledge & expertise
5.00
Customer care
4.95
Likely to recommend
Showing reviews 1—8 of 8

Sort by

5.00

"I have been a client of Paul's for many years During this time Paul has helped me with transition to retirement, consolidating my super and finally retirement and options in relation to this. Paul always listens to me and advises me on my options. I would recommend Paul to family and friends."

  • Government Assistance
  • Superannuation
  • Retirement & Pension
  • Cashflow & Income
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Paul has managed my family finances, superannuation and Nest egg for the kids for years. He's always there when you need him. Very knowledgeable and a top person to boot. Thanks for everything Paul. It's really appreciated."

  • Superannuation
  • Insurance Protection
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Paul has always been available to get advise as well to give information about all my super investments and concerns."

  • Government Assistance
  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Cashflow & Income
  • Socially Responsible
  • Growing Assets
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"For many people the term 'Financial Adviser' denotes a formal, distanced relationship. My financial concerns over the years have been assessed by Paul with respect and often repeated explanations (verbally, on blackboard and in emails.) He has my complete trust and that of my family. In addition, Paul has our admiration and gratitude for his warm, patient, humorous personality and for his deep and sensitive caring attitude towards the people he looks after in his business life. 'I would trust him with my life' is totally how we feel. {For an example: how many financial advisers would offer to shop for toilet paper for a client during the COVID-19 pandemic! }"

  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Being woman in Australia who work full time when they are new to the workforce , then later working part time due to education, marriage, children, divorce can be a difficult time trying to build their superannuation and making sure that there is enough funds to retire on. Although I had worked in Australia for many years, full time and later part time, I found I only had $20,000.00 in my superannuation fund. I knew I had to seek help to get enough superannuation as I wanted to retire when I was 65. I contacted Paul Turner from Wealthwise who gave me the best advice. Working full time again, Paul advised me to invest in myself and place money from my wages into my superannuation. In 2015, I was able to retire, being able to travel, and live comfortably. I cannot give you financial advice, but I can advise you to have trust in Paul Turner who can give you financial advice. • Young women don’t think you going to ok because your young and you will never be at retirement age. • It’s never too late to get advice no matter what age you are, or how long you have before retirement • Circumstances are different for all women part time, full time or age. • Don’t make the mistake by thinking the government will look after you at retirement. • Get good, trusted and professional advice from Paul Turner Wealthwise Helen Heap Baldivis West Australia"

  • Superannuation
  • Managing Debt
  • Retirement & Pension
  • Aged Care
  • Cashflow & Income
  • Borrowing
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Paul has been our adviser for well over 10 years and in that time he has helped me through superannuation to the retirement and the pension stage. His advice and help has been spot on and helpful at all times so much so that I have recommended him to several friends who are more than satisfied with his services."

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

"I have know Paul for a number of years now as my trusted financial / life adviser. He has put together a simple and clear investment path for me to enable me to save for my next steps in life. The most recent step was investing on the side of my normal savings to help save for a new property, which has just been achieved. I have just started with the next goal with the same principal and I am extremely pleased with the help from Paul. I would and already have strongly recommended."

  • Superannuation
  • Complex Investments
  • Growing Assets
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
5.00

"Paul is a good communicator and he always explains things clearly and precisely to ensure I had a full understanding. He ensures that we have at least bi-annual meetings to confirm that I am happy about my investments and is always willing to give advice if I ask for it. I feel confident with my investments with Paul and feel that my future financial situation is in good hands."

  • Superannuation
  • Insurance Protection
  • Self Managed SuperFunds
  • Budgeting
  • Clear communication
  • Knowledge & expertise
  • Customer care
  • Likely to recommend
Showing reviews 1—8 of 8

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Aged Care
  • Cashflow & Income
  • Complex Investments
  • Socially Responsible
  • Borrowing
  • Growing Assets
  • Wills & Estates
  • Budgeting

Qualifications & Training

Ethics and Professionalism in Financial Advice - Bridging Course

Level
0 - Training / Exam / Other
Institution
Kaplan Professional
Completed
2020

Graduate Diploma of Financial Planning

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Kaplan Professional
Completed
2018

Advanced Diploma of Financial Services (Financial Planning)

Level
6 - Advanced Diploma, Associate Degree
Institution
Kaplan Professional
Completed
2012

Diploma of Financial Services (Financial Planning)

Level
5 - Diploma
Institution
AAMC Training Group
Completed
2007

Graduate Certificate in Business (Marketing)

Level
8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution
Edith Cowan University (ECU)
Completed
2007

Professional Memberships

Financial Planning Association of Australia (FPA)

Membership type
AFP

SMSF Association (SMSF)

Membership type
AFP
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