B.Com, B.App Fin, F.ChFP, Dip.FinPlan & Dip.Fin&MB |
Director, Wealth and Tax (Financial) Adviser, & Finance Broker, SA Wealth Management |
Director & Responsible Manager, SA Wealth Solutions Pty Ltd |
Paul is the Principal Adviser and Director of SA Wealth Management and has experience as a financial planner with a Big Four bank, as well as within a boutique financial planning practice. He specialises in unique wealth management solutions for Professionals, Business Owners and Pre Retirees, and provides advice in all areas of wealth management, including: wealth accumulation, income and asset protection, tax minimisation strategies, superannuation, retirement and redundancy planning, estate planning, government benefits and Centrelink, as well as debt reduction strategies.
Paul has over 15 years experience within the financial services industry and helps clients to achieve their financial objectives and lifestyle goals ranging from paying off debts faster and more efficiently, investing to create wealth and improve lifestyle experience, providing an education fund for children and ultimately financial independence through planning for retirement. He guides clients through the ever changing legislation with regards to superannuation and taxation and how they affect his clients personal circumstances and lifestyle goals. He enjoys seeing clients gain confidence to make informed decisions so they can get on with enjoying the things that matter most to them. In particular, Paul has a special interest in guiding people along the road to long term lifestyle and financial success.
The fee structure is based on the time, value and complexity of your personal circumstances relating to your specific advice and service needs.
Paul has been amazing to deal with during our refinance. Finding us the best possible deal and always going above and beyond in helping us. We will definitely be back for our future financial needs.
Paul provided us with realistic, detailed and appropriate financial advice based on our current situation and helped us plan for the future. His advice and information was not only valuable but also easy to understand and even easier to implement. We highly recommend Paul and the team at SA Wealth Group!
We must just about be one of Paul’s original clients.
He is constantly working to ensure we have the best interest rates, investment strategies and tax management in place.
We have referred multiple family members and friends to Paul and his group - and they have in turn referred others themselves. That speaks for itself.
Paul is fantastic. I have been working with him for a number of years now and his advice and guidance is second to none. He has his finger on the pulse and is always looking for the best avenues and outcomes for my finances whether it is borrowing or investing. I have complete trust in Paul and the team at SA Wealth which is always important when dealing with finances. I would highly recommend Paul and the team to anybody who is looking to improve and/or manage their financial position.
"I highly recommend Paul as a financial adviser. He has been instrumental in helping us achieve our financial goals through his expert advice and personalized approach. Paul takes the time to understand our complex individual needs and provides tailored recommendations that align with our objectives. He is extremely knowledgeable, professional, and always goes above and beyond to ensure I am fully satisfied with the services he provides. I have complete trust in Paul and his ability to help me make informed financial decisions. Thank you Paul & then entire SA Wealth Team for your outstanding service and support!"
- Adviser status Silver
- Number of reviews 84
- First year providing advice 2006
- Years of experience 17
- Fellow Chartered Financial Practitioner (FChFP)
SA Wealth Group145 South Tce
Adelaide, SA 5000
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Sa Wealth Solutions Pty Ltd