Paul has been offering financial advisory services for over 21 years across Personal and Fire & General Insurances, Investments, KiwiSaver, Income Tax and more recently Mortgages. This has enabled Paul to establish a more client-focused adviser approach rather than a sales approach, allowing him to fully understand his client’s needs, goals and budget all whilst developing long term relationships.
Paul is also the only financial adviser to be welcomed into the District Health Board (DHB), this is an enormous achievement and accomplishment as this is an extremely privileged position to have attained. Paul’s business motto is “Getting it right!” as any good GP, specialist, surgeon and pharmacist knows they must get it right, therefore Paul believes he must get it right for his client’s Investment, Insurance, Mortgages and KiwiSaver needs.
Paul’s 58 years of life experiences have taught him more than any school room ever could, the real world and hard stuff are his learning playground. His previous career involved travelling extensively around New Zealand for 22 years, and thus he is in a good position to understand our places, our people, our local cultures, our businesses and our New Zealand social society. As a Financial Adviser, Paul enjoys the planning, drawing and building of policies to suit each of his unique clients.
Paul’s enjoys connecting and engaging with conscientious people as they deserve him to do what’s right for them and not what’s right for his own needs. He is complimented on getting the job done right, and testaments to his success are the many hundreds of successful claims and happy people that can vouch for his professional outstanding work ethic.
Paul describes himself as a consumer, just like his clients, who are also looking for the best Financial and Investment advice to meet their needs, wanted outcomes and goals within an affordable budget. Paul is an Authorised Financial Adviser, having obtained several qualifications to provide full financial advice and Investment Planning Services in a professional and more personal manner. He is proud of the results he gets from solving all his client’s Insurance, Investment and KiwiSaver adviser requirements. Paul is complimented on his trust, availability and approachability. He believes trust is his biggest asset and his respect for giving individual clients relevant financial advice, plans structured around individual finances, attention to details and genuine approach to financial investment and KiwiSaver concerns.
All of Paul’s clients know he will be completely honest, professional, accommodative, supportive and available for their needs. Paul operates his self-employed business from his Beckenham home office, juggling life with wife, Gill and the regular presence of their seven-year-old grandson.