“We’ve always found Trent to be honest, informative, knowledgeable and transparent in his advice and how he collates this advice. He always ensures we fully understand all aspects of our investments, and is very approachable if we have any questions. He instilled confidence in his abilities as a financial adviser, and we would, and have highly recommended his company to friends and family”
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 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 Austin has given me very good advice in areas including loan products, self managed super funds and managing debt. Trents communication skills are refreshingly different to your usual Adviser, listening and engaging when needed, explaining the benefits of products in the financial, investment and insurance sectors. Through Trent’s knowledge and experience, I feel very confident that the advice given was right for my needs. I always received Trent’s full care and attention when I needed it. I can confidently recommend Trent Austin and his team to be great at what they do !
“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.”
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!
“I first became Pauls client, when he handled all my mothers investments on behalf of my sister and myself. He never charged us for all the excellent advice he gave us from Mum being 90 until she died at age 100. Now my husband and I are his clients and we are extremely pleased with the excellent advice he has given us. My husband is retiring (he is 88) and I am still working (age 73) and Paul has advised us on all aspects of my husband’s retirement. He has also advised me on the best way of investing my inheritance. He and his competent staff are always attentive and answer calls and emails quickly. I would highly recommend him to any of my friends.”
“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+
“Paul has been great, he has a broad scope of experience and gives us exactly the detail we want without too much.”