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 is fanatic with his advice. He takes time to listen to you and gives thoughtful advice based on your situation. This isn’t a cockie cutter approach. It is tailored to your situation. If you want thoughtful, honest advice with your best internet in mind then give SA Wealth a call. They won’t let you down.
Paul is extremely knowledgeable and communicates in a way that makes it easy to understand. He is patient and has exceptional active listening skills. We are extremely grateful to have him assisting us with our finances.
Paul and the team have been amazing from day 1. We were lucky enough to be referred to Paul and we are so glad we took the time to met with them and hear about what they could do for our family. Paul is a down to earth, genuine person and is passionate about helping his clients not just with finance matters but things like stress levels as well as helping us see the big picture. Highly recommend the team at SA Wealth Group
Paul is fantastic at what he does; he has helped us achieve our investment goals, guides us expertly with our insurance & superannuation growth, always makes himself available & always professional. A true expert in his field!
Paul has been fantastic to work with, through Paul’s knowledge and experience I feel very confident to recommend him to colleagues and friends. Paul’s full care and attention has helped me understand the advise and assistance given In a clear way.
- Adviser status Platinum
- Number of reviews 71
- First year providing advice 2006
- Years of experience 16
- Fellow Chartered Financial Practitioner (FChFP)
SA Wealth Group226 Pulteney St
Adelaide, SA 5000
- 9:00am – 5:00pm Monday – Friday
- In person
- Video call
Sa Wealth Solutions Pty Ltd