Partners in Planning

Positive: Professionalism
Jun 14th, 2021

Paul guided me throughout my financial transition into retirement and his advice with regards to superannuation was critical to a successful set up for my future. I thought I knew what I was doing but under Paul's guidance I achieved a far better outcome and avoided pitfalls that would have cost me dear. Paul and his team have always responded promptly, professionaly and efficiently in a friendly open manner. Paul made you feel like you could ask any questions regardless of how dumb you may think they are and always explained clearly his answers in terms you could understand. I would not hesitate to recommend Paul and his team to anyone.
Feb 20th, 2020

Apr 7th, 2019

It's refreshing to find a business that still believes in great customer service. Paul and his team have always been prompt, professional and efficient with all our dealings. Paul's knowledge has been exceptional in assisting us to put together a financial plan to assist us with our retirement planning. His help with superannuation and income protection insurance has also given us the peace of mind that we are covered in an unforseen life event. I would highly recommend Paul and his team.
Mar 3rd, 2016

Paul is an efficient, prompt, honest and friendly financial advisor I recommend him to my family, friends and work colleagues at every opportunity as I know he will be able to help them and provide accurate and very good quality advice.
Feb 22nd, 2016