A number of years ago we were introduced to Paul as a competent and knowledgeable Financial Expert who would give us good solid advice on managing our financial affairs. After a meeting with Paul, and discussions about the best way to invest and manage our money, we decided to accept Paul’s offer to act for us. It’s been three years now and we’re so pleased that we took Paul up on his offer, we couldn’t be happier. We are very grateful to Paul for his management of our finances.

John & Jacquie M

I have both worked alongside and known Paul for almost 15 years. He is a highly professional, knowledgeable and trustworthy adviser. I have referred a number of my clients and family members to him for advice with great outcomes. In fact my parents have been able to retire early and are now enjoying their retirement.

Adam C

I have been a client of Paul’s for many years. I have found his approach clear, precise, efficient and always with a friendly manner. I fully appreciate his long term support which I find invaluable.

Gillian B

I have built up a really strong working relationship with Paul over the last two decades and now consider him as a friend as well as a professional adviser. I simply trust him 100% with my finances and often refer friends and family to him for advice. What I find invaluable is his ongoing advice and regular reviews of my finances.

Toni H