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