“Banks now own or control up to 80% of the country’s financial planners”

FOUR CORNERS, ‘BANKING BAD’
ABC 1, 5 MAY 2014

 

  • People we help
Families

Families

Don’t over-extend yourself Research shows we tend to: Be over-confident of our debt repayment ability Underestimate likelihood of things going wrong Causes of mortgage st
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Pre-Retirement

Pre-Retirement

A few interesting facts about retirement Given the financial demands of everyday life, planning your retirement may be a relatively low priority. You may also think that you have
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Retirement

Retirement

Am Retired : But Am Worried About My Funds With overseas economies in recession and our own economy also showing signs of slowing down, Australian retirees are nervous and with go
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Business Owners

Business Owners

Keeping your business on an even keel Profit margins, business loans, demanding customers and more! Smooth sailing in a business is hard enough without adding the complications of
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Australians in Los Angeles or Silicon Valley

Australians in Los Angeles or Silicon Valley

WE’RE THERE FOR YOU WHETHER YOU’RE AT VENICE BEACH OR BONDI BEACH We are right there to ensure your financial planning needs are looked after over the long term We look after t
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High Profile Individuals

High Profile Individuals

You may be a CEO, Fashionista's or actor you are always in the spot light. We know when it comes to financial planning your privacy is an important factor. We pride ourselves on o
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Client Testimonials

They are always helpful, they go above & beyond, even calling me back on the weekend

Tim Cameron

Thanks again , not only did i save money on my insurance and superannuation I now am for the first time organised

B.Cachia

Paul is driven by quality results, he ensures clients receive a high level of service, every step of the way.

Marcin Malec

Paul is a professional adviser and is very kind and great person to deal with.

Alice Briffa

Paul was instrumental in assisting me with putting a financial plan in place that has helped me achieve my goals.

Tarek Moughanie

Paul is an expert in his field. He was very personable, understood our family situation, commitments and helped us come up with a sound financial plan.

Nicole Edgar

Paul has always been there to walk us through the process and I have never felt uncomfortable asking questions or expressing an opinion.

David Feher

Financial Planning starts at:

Retirement and Super
For many people, retirement is a long way off, so why worry about it now?
Insurance
Having the right insurance provides great peace of mind for every stage of your life.
Investing
For You And Many Other Australians, A Secure Financial Future Is A Top Priority. Why?

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Our Offices

Visit us in one of our great locations

South Eastern

South Eastern

South Eastern – Hampton Office:

Services Offered:

  • Financial Planning
  • Insurance
  • SMSFs
  • Private Wealth

Office Address:
09/ 349-351 Bluff Road
Hampton VIC 3188

Inner City Northern

Inner City Northern

Inner City Northern – East Brunswick:

Services offered:

  • Financial Planning
  • Insurance
  • SMSFs
  • Private Wealth

Office Address:
91 Lygon Street
East Brunswick VIC 3057

Los Angeles

Los Angeles

Los Angeles – Santa Monica:

Services offered:

  • Private wealth only
  • PW Financial planning

Office Address:
Office currently under construction