Paul is a member of the SHARE Hawke’s Bay team and is a Registered Financial Adviser providing Mortgage Advice, Risk Insurance Advice and KiwiSaver Class Advice.
Mortgage Advice includes assisting clients with Mortgages/Residential Home Loans, Residential Investment Property Loans, Refinances, Business and Commercial Loans.
Risk Insurance Advice is about helping individuals and families protect their lifestyle and assets through appropriate products such as life insurance, trauma, mortgage protection, income protection and health insurance.
KiwiSaver Class Advice is assisting with new KiwiSaver accounts, existing KiwiSaver holders to understand their accounts, checking they are in the most appropriate fund and assisting First Home Buyers with withdrawals from their KiwiSaver fund to secure mortgages.
Paul has been in the financial industry since 199. Prior to being an adviser he was a successful Business Banking Manager, this allowed him to gain astute business acumen and sound commercial awareness. Paul knows the secret to life and business is really about people, relationships and trust. It’s about understanding their stories, and ultimately helping them achieve their personal and business goals. Paul has been complimented on his knowledgeable, professional expertise and has developed a reputation and sound business acumen around his firm principles of trust and integrity.
Paul prides himself on his motivated determination to persist and pay close attention to the finer details while achieving an understanding of his clients’ insurance and financial goals and objectives, sourcing mortgages or putting in place risk insurance that is personalised to them. This includes structuring debt to match their individual requirements, providing excellent customer service by being available to clients when needed, responding in a timely fashion and keeping clients informed of progress with their application. Paul has a very good understanding of accounting and legal concepts and is excellent at understanding insurance financials which sets him apart from other advisers.
Additionally, Paul has obtained certificates in the New Zealand Financial Certificate Level 5 for Residential Property Lending and Life and Health Insurance. He is a member of Financial Advice New Zealand. He wakes up every day excited by what the future holds for his clients and how he can make a difference in their lives.