Principal Financial Adviser
Paul began working in financial services in 1987.
With over 20 years experience in assisting clients he is well placed to help you achieve your financial goals, whether they are protecting your wealth or building a business protection plan (life insurance) or assisting in wealth accumulation (superannuation and investing).
The client relationship is where it all starts, understanding what your concerns are and what dreams you have. From there we will build a plan and help keep you on track.
Paul has a special interest in assisting small businesses grow, whether it is setting up employee super or protecting the business owners with life insurance or income protection.
Providing advice on succession planning and estate planning are all part of the picture as far as Paul is concerned.
Living and working on the Northern Beaches with his family, Paul enjoys a round of golf.
My wife & I engaged Paul to set up arrange and manage our transition into retirement fund. Paul’s knowledge of managed funds and insurances, has been of enormous help to us in arranging our retirement plans in these volatile markets. We are very satisfied with his services and look forward to working with him in the future.Paul Carroll
Phone: (02) 9997 7007