“Paul took the time to meet with us several times over 6 months to best set up our personal insurances and review our cashflow to create useful wealth growth strategies”
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
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!
“After 5 years plus, Paul’s has given me consistent advice and support that has enabled me to now retire with financial confidence. From the beginning, Paul had been my trusted advisor , partnering with me to ensure my understanding of my financial affairs and providing options within the broader context of my working life , financial capacity and social needs.”
“Paul has guided myself and my wife from work through to retirement on superannuation, Allocated pension, Centrelink problems and estate planning. Paul has always been available to advise and guide us ( even at short notice) On any matters of concern to us. My wife and I sleep very sound at night.”
“Trent has given my wife and myself beneficial advice on operating our self managed super fund. This included establishing a balanced portfolio tailored to our risk profile, with annual updates. He also helped us with the age pension through Centrelink. Trent has also assisted us with regular updates of the super fund trust deed. We are confident that his advice is specific to our needs and we are comfortable knowing that we have the opportunity to discuss any changes we may have on an annual basis.”
“Paul has given me financial advice and continues to look after my Portfolio always keeping me updated to any changes. Paul’s knowledge and experience gives me great confidence in the advice he gives me and the results also confirm this. Paul is very patient and always takes the time to explain and answer my questions. Highly recommend Paul and his team.”
“In the past 10 years Paul has always been extremely attentive and consistently gone above and beyond my expectations. I have great confidence in his advice.”
“Paul has given us advice on superannuation and investment and has given us the confidence we needed with our finances to head into a comfortable early retirement. Paul took the time to listen to what is important to us and then advised us on the best way forward. Paul was able to explain things to us in a clear way and through Paul’s knowledge and experience, we feel very confident that the advice given is right for our needs. Whenever we have any questions we receive a response in a timely manner and feel that we receive Paul’s full care and attention when we need it. ”