Paul has been offering financial advisory services for over 25 years across Personal Risk Insurance, Fire & General Insurances, Investments, KiwiSaver, Mortgages and Income Tax after having obtained several qualifications to provide full financial advice. This has enabled Paul to establish a more client-focused 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 describes himself as a consumer, just like his clients.
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 financial needs.
Paul’s 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, cultures, businesses and our New Zealand social society.
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.
All of Paul’s clients know he will be completely honest, professional, accommodative, supportive and available for their needs.
Things people don’t know about Paul…
Travelling, also provided Paul with the opportunity to participate in his passion for surfing, having been a founding board member of NZ Surfing as we now know it, and former President of the Knee boarding Surfing Association NZ lead to representing NZ on World Championship Tours for surfing.