Paul completely understands our financial affairs, both on a business and personal level. He has helped us implement an investment strategy, risk management strategy and recommending appropriate insurance where necessary or cancelling existing insurance where deemed unnecessary. He is extremely professional and knowledgeable and always has our best interests at heart. He is pro-active, thorough and responsive.
Buxton Private WealthLevel 2, 33 York St
Sydney, NSW 2000
- Adviser status Gold
- Number of reviews 1
- First year providing advice 2013
- Years of experience 10
- Bachelor of Accounting
- Bachelor of Commerce
Fees on large portfolios (>$2m) are negotiated. Aggregate Portfolios <$1m attract an ongoing advice fee of 1% plus GST per annum.
Insight Investment Services Pty Ltd