With 15 years of experience in the field of personal finance, Paul has discovered that it’s impossible to have one plan for your life and another for investing. The two go hand in hand so he has cleverly combined them into an easy to use process that helps consumers chart a course to success. Paul is a business owner, Certified Financial Planner, Speaker, Author, & Mortgage Broker who gets results!
Paul makes sense of Money for consumers and financial professionals alike. He gives consumers the tools to take control of their money and he provides professionals with user friendly information that helps them to better understand and engage with their clients.
Paul understands that there is more to financial planning than selling products. His approach is one of a kind. He is entertaining, informative and genuinely passionate about sharing his knowledge. Paul is a member of the Financial Planning Association and the Mortgage & Finance Association Australia.
Paul has a no-nonsense approach when it comes to the business of helping consumers to get ahead. Ethics, integrity and effectiveness are at the top of his career values. Paul is a voice for ‘good’ advisors, a consumer advocate and a gifted educator.
When he is not running his business Paul enjoys spending time his beautiful family or catching up with his mates. To stay fit he enjoys running, cycling and snow skiing. For a laugh and a long walk, he hits a golf ball and to stay sane Paul listens to rock ‘n’ roll and goes for long rides on his Harley.
Paul is a hopeful Wests Tigers supporter who is surrounded by one eyed Eels fans. In footy there’s always next year, but in life….….
“I realised years ago that no-one was going to do it for me, so I came up with a plan, put a team together and here I am enjoying the ride and having a red hot go. Sometimes it’s not easy, but nothing worthwhile ever is.”
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