“Paul has given me advice mainly in my super funds & share portfolio. He has always explained things in a very clear way so I could make the correct decisions on my needs. I am very confident with Paul & his assistants & feel if I have a problem , assistance is at hand.”
We work with our clients in a consultative approach to design and build a comprehensive Wealth Management Program.
Our Financial Planning team strives to provide advice that caters for all our clients financial needs. Our focus is on delivering the optimal overall strategy by providing or facilitating the right advice at the right time.
Austins Financial Solutions Programs
Austins operates on a fee for advice and service model, so our clients know exactly what advice and services they are paying for through our agreed and transparent fee model. Fees are based on time and expertise involved, rather than the products recommended, or the size of assets invested.
Our programs are designed to:
- Inform and educate
- Put our clients’ needs first
- Make it simple and easy
- Minimise potential financial mistakes
- Create peace of mind
- Develop and execute strategies to attain what matters most to our clients in life
- Assist clients to continually assess their goals and to set new priorities if needed
“Paul has given me advice in areas including complex investments, self managed super funds asset growth and income. Paul was always able to explain things to me in a clear way. Through Paul’s knowledge and experience, I feel very confident that the advice given was right for my needs. I usually received Paul’s full care and attention when I needed it.”
“Very happy to highly recommend Paul.he has been my financial advisor for very long time & I’m very appreciative & grateful for his advice & wise guiding hand..a pleasure to recommend Paul ”
“Paul has given us excellent advise in areas including superannuation, term deposits and advise on a rental property that was required by us through an deceased estate. Paul assisted in filling out Centrelink forms for the rental property and nursing home information. He’s explanations regarding our requirements were clear and if we needed extra information Paul’s response was immediate and informative. We are very confident that Paul’s knowledge and experience is right for our needs. We have recommended Paul to family and friends and they are more than pleased with his services. “
Trent provided advice to my husband and I on preparing for retirement and understanding how much we needed to retire comfortably. He ran a number of scenarios; answered many super and pension questions for us. Trent also suggested strategies we could implement that will increase our nest egg materially. We have left with comfort about our financial position and what steps we need to take next. Finally the cost of advice was well within Trent’s estimate. Thanks Trent – great job!
“Trent is always clear and knowledgeable in his advice. He listens to our financial needs, for both now and the future, giving us options that cover our Family Super Fund, financial investments and retirement. Over many years his valued advice has been, and is, very appreciated. Trent and his team are always current and up to date with their financial advice and keep their clients informed accordingly.”
“Paul has given myself and my husband advice on investing a recent inheritance. He was very good in understanding our concerns and in explaining his proposal for investing these funds. He was very pleasant to talk to. His staff have subsequently been very helpful and efficient in working with us to set up the required accounts .”
“Paul has given my wife and me advice in areas including our self managed super funds and estate planning. Paul is alway able to fully explain things to us. Although, of course, there is an age difference, between us, Paul has great empathy skills and is able to assess our financial needs through our older eyes rather than pursue more fashionable financial strategies. We have no hesitation in recommending Paul’s services to new potential clients.” Robert 65+