TESTIMONIALS

  • We have used the services of Paul and his team for a number of years now. Paul demonstrates a real passion for his industry, has been responsive and prepared to provide that additional information and direction beyond our own direct needs.

    Laurence & Maree – Kingsley

  • Paul is a very professional, knowledgeable and trustworthy person. Apart from all these valuable assets that he possesses as a Financial Adviser, he is also friendly and approachable. He shows patience when asked to explain facts to us in a simple manner and will answer all our questions without hesitation. Our phone calls are always answered promptly with reassurance and explanation if we feel unsure about some new financial strategies or information we have read in the media.
    We recommend Paul to all our friends and family without any hesitation. We hope to keep our ongoing adviser-client relationship for many years to come.

    Dennis & Nicky - Kardinya, WA

  • We are very happy with your excellent financial services over last 10 years. Your professional advice has been of incalculable value to us both.  Your friendly approach in your customer service has always been refreshing to us in our yearly meetings.
    We have full confidence in Paul & his company, and therefore we would have no hesitation in recommending him to our friends and relatives.

    Dennis & Chris – Joondalup, WA

  • We have been clients of Paul for a number of years now and are more than satisfied with the service he and Margaret continue to provide.
    From our very first meeting, Paul quickly and enthusiastically took the time and made the effort to get to know us, understand our lifestyle, what we wanted to achieve in retirement and more importantly what risk profile we would be comfortable with - armed with this knowledge, Paul provided a detailed financial plan that would and has maximised the return on our financial investments.
    Our financial plan is regularly reviewed with Paul and without exception, every suggestion he has made has proved to be financially beneficial.
    A Financial Advisor that is trustworthy is a significant part of any advisor/client relationship and with Paul this is something we value highly.
    Effective communication also plays a big part in any relationship and Paul keeps us well updated and versed with all issues that could affect our investment outcomes.
    Paul’s professionalism, knowledge and service enable us to confidently enjoy a financially stress free retirement lifestyle.

    Allan and Linda - Attadale, WA

  • We are beyond happy to have you – firstly and foremost because of your honesty and also when we chose you – we wanted ‘someone younger than us’ who would be with us right to the end.  You have a wonderful way of explaining everything very clearly which we very much appreciate.  Finally, I think if you have TRUST in your financial advisor – it makes for a great relationship.  We certainly have that with you.

    Jann & Alan – Yanchep, WA