Thank you for taking the time to view my profile. It would be my pleasure to discuss how I can help you based on your personal circumstances, goals and objectives. Please feel free to give me a call if you would like more information. Below is a little information to help you get to know me, our business and who we strive to be for you.
Each individual or family has specific needs and goals that range from simple and limited to highly complex, all of which are as important as each other.
I work closely with you to understand, help identify and quantify those individual needs and goals, build a relationship and develop a unique and tailored plan to achieve your stated goals.
This may be as simple as one off strategic advice or it may involve complex advice and ongoing management. Where required, ongoing review of your progress is key to hitting each milestone identified in the plan, again we assist you in managing this process. There is no one size fits all model here, unlike the commoditised relationships of the larger firms.
We use market leading tools that we have at our disposal to ensure that your plan is executed with efficiency and great clarity.
The final result is that you and/or your family are able to make more confident decisions with your money and spend your time doing the things you love.
To lead passionate and motivated people to financial success by growing, managing and protecting their wealth and business whilst simplifying their financial life so they have the confidence to spend their time doing what they love.
OUR BRAND STORY
We are a team of experienced financial experts, who come together to provide our clients essential and specialised wealth creation, protection and management services.
We invest our time in you to truly understand what you want from life and we seek to build lasting relationships based on respect, trust and a deep understanding of your situation so we can give valued, impartial guidance to help you achieve your goals.
What is in vogue today will be different tomorrow and so in a world of change and complexity, our team of trusted advisors will help you navigate your path to financial success and security while continually developing ways to simplify your financial life.
Our interests are transparently aligned with yours and we are free from the influence of the big banks and institutions. We tailor our dynamic services to you so the advice you receive is personalised, uncompromised and fearless.
1. Your first consultation is FREE 2. We then provide you with a Strategy or Proposal document outlining the value we can add to you, based on your personal circumstances, goals and objectives 3. We accompany the proposal with a terms of Engagement which details the professional service fee that we will charge you for the advice that we propose. The minimum fee is $1,100 incl. GST. 4. When you proceed at this stage we prepare the advice. If an ongoing service package is required to regularly review your plan or situation, we will also recommend one of our ongoing service packages that are relevant to you. The minimum ongoing service package fee is $1,100 incl.GST 5. If we are managing and providing advice on a portfolio of investments for you, we also charge a very small asset management fee of 0.30% of the funds under our advice.
I love Paul and Alana.
Paul understands our investment needs and organises the portfolio accordingly.
I have had the pleasure of dealing with Paul for many years and have found his knowledge of the industry and advice towards my circumstances outstanding. I rest easy knowing my financial affairs are administered by Paul and would have no hesitation in recommending him to anyone seeking quality financial advice.
Paul has helped me with my self-managed super fund for over 8 years now, he has provided me strategic advice as well as valuable investment advice that has yielded excellent results. I am so happy that I have them Paul to help me. I did not have an in-depth knowledge about investments or superannuation, Paul always takes the extra time to thoroughly explain complex terms in an easy to understand fashion, this makes me feel very confident in the decisions I make and I trust him to guide my financial future. Thank you Paul.
Paul has a good understanding of my needs and matches investments to my risk profile. We have robust and balanced discussions before entering into any investment.
- Adviser status Platinum
- Number of reviews 26
- First year providing advice 2009
- Years of experience 13
- Bachelor of Business (Finance, Advertising and Promotions Management)
Park Lane Wealth713 Darling St
Rozelle, NSW 2039
- 9:00am – 6:00pm Monday – Friday
Madison Financial Group Pty Ltd