Senior Adviser at Ausure Financial Group (Vic) Pty Ltd
We help people to make smart informed financial decisions so they can confidently make, grow and protect their funds to achieve their lifestyle goals. Mission: Our purpose is to help the people of Echuca and surrounding districts to achieve their financial and lifestyle goals by providing them with high quality financial advice and services.
We do this by:
- Educating and coaching our clients on their available options so they can make informed financial decisions;
- Supporting our clients with unbiased, concise and plain English guidance on making, growing, protecting and maintaining their wealth as they journey through life;
- Keeping abreast of latest financial industry knowledge, conditions and strategies to ensure our clients benefit from up-to-date advice; and
- Maintaining a lifetime partnership with our clients to ensure their financial objectives and lifestyle goals are ultimately met.
Description Our vision is to become Echuca and surrounding districts’ foremost provider of financial advice, renowned for our down-to-earth and caring approach, our depth of expertise, our helpful public education program and our continued success in helping our clients achieve their financial goals.
Upfront fees are negotiated with each client and fees are charged according to the level of complextity in the advice provided.
Always happy to help, readily available, friendly & knowledgeable. Paul has helped me financially plan for the future ahead.
I don't do reviews
Paul has been very helpful explaining our super. We feel very confident that he will manage our super in the best way possible and is always available to us for attention
Paul has been working with me for the past 7 years and has always been honest with his explanation of what I could achieve with my financial strategies. I trust Paul’s knowledge and experience of the financial sector. I have always received Paul’s full care and attention when I have needed it.
- Adviser status Silver
- Number of reviews 13
- First year providing advice 2004
- Years of experience 18
- Advanced Diploma of Financial Services (Financial Planning)
Ausure Financial Group (Victoria)186 Annesley St
Echuca, VIC 3564
- 8:00am – 5:00pm Monday – Friday
Insight Investment Services Pty Ltd