“Paul in all areas of advice has always been approachable, prompt , concise, helpfull and clear. Have been a client of Paul’s for 5 years and have been extremely happy with his advise and the outcomes all matters.”
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.”
“Trent has always explained to us in simple way so we can understand. When we needed advice he was there. We have been with Trent and all of his office crew for ten years we are confident to stay with Trent.”
“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. “
“We have worked with Paul for a number of years and while our needs are small he has always been very knowledgeable and helpful. His replies are are quick easy to follow.”
“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”
“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. ”
Have great confidence in Paul with his advice regarding our superannuation and transition to retirement investments. Pauls knowledge professionalism and understanding of our needs is second to none. He is only a phone call away at all times to answer any queries we have .I would recommend Paul to anyone.