I enjoy engaging with business owners, property investors and executives to first understand, then work towards achieving what is most important to them.
We specialise in SMSFs, Trusts, Sole Traders, Companies, Property, Land Tax, Gearing & Estate Planning.
Contact me for a second opinion.
We've been working with Paul for around 5 years and have developed a very good relationship over that time. Paul and his team have provided a great sounding board and excellent advice over the years and we have complete confidence in their knowledge and overall service.
Paul's grounded approach and professional engagement style has me truly confident that he knows what's important to me and will work with me to achieve my goals. He delivers clear and considered advice and is supported by an excellent team that make it easy to put things into action. I would confidently recommend Paul to any of my friends or family.
My wife and I have had Paul alongside us for years now. He adds value every single year and can be counted on 100%. He really knows his stuff and completely gets working with small and medium businesses. Paul is passionate about success and outcomes and thinks outside the box. Further, he treats his clients just as we like to treat ours - with honesty, expertise, professionalism and good old fashioned quality service.
When we first consulted Paul, we developed a plan, all of which proceeded as planned to our satisfaction. Paul has listened to us, understood what we wanted to achieve and has worked closely with us to bring that about all within a friendly but still very professional environment.
I have found Paul and his team very helpful in their advice, it has helped me to manage my finances and have a healthy outcome in my retirement years. I would recommend them to others.
- Adviser status Gold
- Number of reviews 5
- First year providing advice 2009
- Years of experience 14
- Master of Commerce (Financial Planning)
TaylorTrostiSuite 402, Level 4, 80 Elizabeth St
Sydney, NSW 2000
- 9:00am – 5:30pm Monday – Friday
- In person
- Video call
Godfrey Pembroke Group Pty Ltd