Positive
Reviews above 3.0 stars
Negative
Reviews below 3.0 stars
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Average of all reviews
Reviews
Total number of reviews
Reviewer opinions
About me
WealthSpan is an international award winning financial advisory firm.
Book a meeting with Paul: https://calendly.com/paulgreenwood
Authored by me:
Reviews
4.8
out of 5 starsKerry
56-65 years old"Review with Paul was highly effective. Paul clearly listened and ensured his advice was relevant and meshed the legal & financial context of the Australian Super framework with our personal situation. We felt confident in the advice and the action plan."
30 Apr 2019Carolyn
46-55 years old"Paul has given us advice on managing our assets and self managed super funds over the last few years. His detailed explanations supported by his well researched studies have enabled us to make important financial decisions with confidence as we embarked on the next chapter of our lives post work and running our business. The data and evidence he supplies to support his recommendations has made us more relaxed and confident in making these important decisions. His periodical reviews are robust, thorough and we enjoy the learnings during these sessions from Paul's research and experience. Professional and friendly, Paul and his team are a pleasure to deal with. "
26 Apr 2019Neville
65+ years old"Paul has given me advice in self managed super fund. Paul was always able to explain things to me in a clear way.I feel very confident that the advice given was right for my needs. I usually received Paul's full care and attention when I needed it.""
25 Apr 2019hans
65+ years old"paul has advised us on our strategic financial goals and management over the last two years and his advice has been invaluable in allowing us to plan our financial future. "
25 Apr 2019Brad
46-55 years old"Paul is exceptionally knowledgeable and has a deep breadth of subject matter expertise. He is reliable, attentive, responsible and extremely professional in the way he deals with us. We highly recommend him to our colleagues and friends."
24 Apr 2019Jim
65+ years old"Paul is an excellent financial adviser and is upmfront inb all of his dealings. Highly recommrnded !!"
25 Mar 2019My Expertise
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Aged Care
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Borrowing
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Budgeting
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Cashflow & Income
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Complex Investments
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Defence Industry
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Expat Finance
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Government Assistance
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Growing Assets
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Insurance & Protection
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Managing Debt
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Margin Lending
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Medical Industry
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Property Investment
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Retirement Planning
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Self Managed Super Funds
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Shares & Investments
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Small Business Advice
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Socially Responsible Investments
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Superannuation
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Tax Strategies
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Wills & Estate
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Women's Finance
Key information
- Adviser rating
- Platinum
- Years Experience
- 28 Years
- Highest qualification
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Master of Business (Banking and Finance)
- Industry Memberships
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3 total
- Address
- Level 3 2-6 Railway Parade
Camberwell, VIC, 3124 - Location
Like to know more?
I'm committed to providing quality service and meeting your needs.
Ownership Structure
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Company
Wealthspan Pty Ltd
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Licensee Every adviser is required to be licensed to provide advice. This license is known as an Australian Financial Services License (AFSL). The licensee provides the risk and compliance framework for your adviser as well as determining things like what ongoing training your adviser requires and what products can be sold. The licensee plays an important role in ensuring that your adviser is acting in your best interests. Check out your adviser’s licensee
Mca Financial Planners Pty. Ltd.
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Licensee owned by
MCA FINANCIAL PLANNERS PTY. LTD.
My Qualifications
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Master of Business (Banking and Finance) (2015)
Level of Qualification: Level 9 - Masters Degree
Institution: Monash University (MON)
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Graduate Certificate in Banking and Finance (2013)
Level of Qualification: Level 8 - Bachelor Honours Degree, Graduate Certificate, Graduate Diploma
Institution: Swinburne University of Technology
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Diploma of Financial Planning (2001)
Level of Qualification: Level 5 - Diploma
Institution: Deakin University
My Memberships
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Association of Financial Advisers (AFA)
Level of Membership:
Member
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Financial Services Institute of Australia (FINSIA)
Level of Membership:
Associate
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CFA Institute (CFA)
Level of Membership:
Associate
My Fees
- Personal Advice
- starting from $1,650
- Ongoing Advice
- starting from $1,350
- Details
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N/A
Like to know more?
I'm committed to providing quality service and meeting your needs.
Top skills rated by customers
Kerry
56-65 years old"Review with Paul was highly effective. Paul clearly listened and ensured his advice was relevant and meshed the legal & financial context of the Australian Super framework with our personal situation. We felt confident in the advice and the action plan."
30 Apr 2019Customer opinions
Carolyn
46-55 years old"Paul has given us advice on managing our assets and self managed super funds over the last few years. His detailed explanations supported by his well researched studies have enabled us to make important financial decisions with confidence as we embarked on the next chapter of our lives post work and running our business. The data and evidence he supplies to support his recommendations has made us more relaxed and confident in making these important decisions. His periodical reviews are robust, thorough and we enjoy the learnings during these sessions from Paul's research and experience. Professional and friendly, Paul and his team are a pleasure to deal with. "
26 Apr 2019Customer opinions
Neville
65+ years old"Paul has given me advice in self managed super fund. Paul was always able to explain things to me in a clear way.I feel very confident that the advice given was right for my needs. I usually received Paul's full care and attention when I needed it.""
25 Apr 2019Customer opinions
hans
65+ years old"paul has advised us on our strategic financial goals and management over the last two years and his advice has been invaluable in allowing us to plan our financial future. "
25 Apr 2019Customer opinions
Brad
46-55 years old"Paul is exceptionally knowledgeable and has a deep breadth of subject matter expertise. He is reliable, attentive, responsible and extremely professional in the way he deals with us. We highly recommend him to our colleagues and friends."
24 Apr 2019Customer opinions
Jim
65+ years old"Paul is an excellent financial adviser and is upmfront inb all of his dealings. Highly recommrnded !!"
25 Mar 2019Customer opinions
Paul
65+ years old"Paul & his team helped us along a new superannuation cost effective path that has many benefits over previous advice we'd used. As a retired couple, we would recommend Paul & his staff to all self funded retirees who wish to sleep easy in retirement and not be burdened with difficult decisions. Regards, Paul & Sue"
25 Mar 2019Customer opinions
NR and HS
56-65 years old"We reached out to Paul for an independent view of our situation leading into retirement. He has given us peace of mind that our strategies, with fine tuning, will provide us with security for our future."
19 Mar 2019Customer opinions
Nick
65+ years old"We were concerned about charges and performance of our super fund. We contacted Paul Greenwood made an appointment whereby we discussed our concerns and also what we required. Paul arranged a plan for which we checked and decided it was best for us. We now feel confident that we are now covered and supported by Paul in all our finances in the future."
19 Mar 2019Customer opinions
Mark
56-65 years old"Paul is a very knowledgeable and competent advisor who always demonstrates a very high level of professionalism and accountability. I have no hesitation in recommending him to clients of my legal practice as well as friends and acquaintances. I have every confidence in the professional attention to detail and capability of Paul to meet the individual needs of clients from a wide variety of backgrounds needs and levels of financial understanding."
19 Mar 2019Customer opinions
Susan
46-55 years old"I've not been an easy client, Paul has worked hard to adapt when I have had to change the track of my investments, and still managed really well to maintain a great return on my investments"
18 Mar 2019Customer opinions
Ben
35-45 years old"Paul has given me advice in areas including insurance, superannuation, cash flow and budgeting. Paul's deep knowledge, vast experience and his independence, made me confident that the advice given was well considered and right for my needs. Paul's ability and willingness to take the time to clearly explain complex issues and canvass appropriate solutions is always appreciated."
18 Mar 2019Customer opinions
Daryl
35-45 years old"Paul was great to deal with, easy to understand. He explained things in term we could understand. We have already recommended Paul's services to friends and he has also been wonderful with them too. "
18 Mar 2019Customer opinions
Alison
56-65 years old"Paul's advice was very helpful and thorough."
17 Mar 2019Customer opinions
Elizabeth
56-65 years old"Paul’s advice helped me to feel secure in retirement. Paul helped me understand my options so that I could make informed choices about my finances. "
16 Mar 2019Customer opinions
Robert
65+ years old"Paul was recommended by my accountant and he provided myself and my wife with solid, up to date and understandable information regarding Super and long and short term financial planning. I have recommended Paul to a couple of friends already ... he made what is somewhat confusing for most of us lay people pretty clear and we can plan our way forward. "
16 Mar 2019Customer opinions
Roger
65+ years old"I always receive Paul's full care and attention when I need it."
16 Mar 2019Customer opinions
John
65+ years old"Paul and his team have taken great care in disentangling us from a previous unsatisfactory financial advice situation and made sensible suggestions to rejig our portfolio so that it is more in tune with our level of acceptable risk and more balanced. They have also successfully reduced the cost of our financial advice."
16 Mar 2019Customer opinions
Peter
65+ years old"Paul and his team manage our SMSF. In doing so they provide a quarterly report wrt the performance of that fund, and advise on changes to investments. That report is comprehensive (includes details of any major investment influencing factors) and is supported by any desired face to face meeting with Paul to further discuss any issues (e.g. Labor's proposed changes to tax rules). The performance of our SMSF has more than matched our expectations. Paul draws on his extensive knowledge of the finance industry to clearly explain any issues that need more detailed information. In general terms Paul is very attentive and engaging."
16 Mar 2019Customer opinions
Gaye
56-65 years old"Paul gave good sound advice for us to be able to confidently manage our super fund. We have no hesitation in recommending him."
16 Mar 2019Customer opinions
Norman
65+ years old"As an ageing couple, we sought Paul's advice regarding possible property purchases for three of our children, using money held both within and outside superannuation. This raised issues of estate planning. We did not require any other investment advice. We were most impressed by Paul's quick grasp of our situation and his helpful remarks. "
16 Mar 2019Customer opinions
Ian
56-65 years old"Paul has given us advice in areas including investment strategies, self managed super funds and taxes. Paul was usually able to explain things to us in a clear way. Through Paul's knowledge and experience, we feel very confident that the advice given was right for our needs. We usually received Paul's full care and attention when needed. "
16 Mar 2019Customer opinions
Braham
56-65 years old"Paul has given me advice in areas including loan products, self managed super funds and managing debt. Paul was usually able to explain things to me in a clear way. Through Paul's knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Paul's full care and attention when I needed it."
16 Mar 2019Customer opinions
Ann
65+ years old"Paul recently provided my partner and me with a revised retirement strategy tailored to take into account changed health circumstances and earlier than planned retirement. Through detailed financial modelling and advice on revising our investment portfolio from high growth to balanced we knew then that our current assets were more than sufficient to provide us with a very comfortable lifestyle to last through retirement - and best of all, that we did not have to sell our family home to do so. "
15 Mar 2019Customer opinions
Jenny
46-55 years old"Paul has given me comprehensive advice in relation to investments both within and outside my SMSF, and have full confidence in the advice I have been given. Paul explains things in a very clear and concise manner so I understand fully the investment decisions we are making and the reasons for them. I am very confident the advice Paul is giving me is suitable for my current and future needs."
15 Mar 2019Customer opinions
Maxwell
65+ years old"Paul was a great help in planning our financial needs and easy to talk to. We are extremely happy with the results we have had from his advise and setting us up."
15 Mar 2019Customer opinions
Henrietta
56-65 years old"Paul was able to help me manage the whole estate process following my parents' death. It was an extremely stressful period. He helped my husband and I plan our future in terms of a secure income and helped us to be prudent in our financial dealings so as to minimise the tax requirements. Paul has been available for ongoing annual reviews of our situation. These have been thorough and informative. He explains the situation clearly and tries to respond to our particular needs and circumstances which he goes to great lengths to understand. At other times he tries to respond promptly to our queries. We are completely confident in his advice. "
15 Mar 2019Customer opinions
Phil
56-65 years old"Paul has been advising me for about 10 years. When I first met Paul, I quickly established that he was exactly the adviser I had been searching for. He has been able to listen and understand the required advice, and then thoroughly research, present options for discussion and document our joint conclusions. The entire process is collaborative and I have always found Paul's approach interesting and refreshing. He has the rare talent of being able to explain some complex ideas in understandable language. I have actually recommended Paul to a number of friends, family and work colleagues and will continue to do so. "
15 Mar 2019Customer opinions
Robert
56-65 years old"I feel confident that the advice i received was benefitial and accurate. Everything was explained very clear and easy to understand."
15 Mar 2019Customer opinions
Rodney
56-65 years old"Paul,Has been a rare professional find - totally independent,not bound to any particular underwriter or product provider.He listens,goes away and responds promptly with considered advice and options.I've met and dealt with many financial advisers and have not come across one as independent,knowledgable and commercially mature as Paul.The greatness testament I believe that speaks volumes is that I would have no hesitation in referring him to friends and colleagues. Rodney"
15 Mar 2019Customer opinions
Fred
65+ years old"Paul advised us on superannuation and retirement income matters. His advice was always clear, concise and was highly valued. He has wonderful interpersonal skills and is clearly knowledgeable in his field. He will nspires confidence and trust."
15 Mar 2019Customer opinions
Jeff
56-65 years old"Paul explained why it was best to stick to our current investment strategy during the recent severe drop in value in December -his advise held strong & the value returned within a month "
15 Mar 2019Customer opinions
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