“Trent over the years has given me good and honest advice regarding my retirement plan. He has always been available if and when I needed to contact him. I have always felt very comfortable talking to Trent and his staff. Follow ups have always been done promptly and in a business like manner. I have never felt like I was just a number to Trent and his staff, that personal touch to me is very important and I have always felt important.”
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 been great, he has a broad scope of experience and gives us exactly the detail we want without too much.”
“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”
Put simply , I Trust Paul. I felt confident and comfortable with Paul from the beginning 5years ago. Paul explains complex matters in a professional but easy to understand manner , and I’m extremely grateful for that. Paul has turned my “ average “ financial future into a “wonderful bright future “ something I could never of managed to do myself. I’m more than happy with Paul’s advise over the years , and I know he is only a phone call away if need advise.
“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.”
“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 provided my partner and I with financial advice in areas including insurance and protection, superannuation, and growing assets. Paul always explained things to us in a clear way, and through Paul’s knowledge and experience we felt very confident that the advice given was right for our needs. I am very happy that we found Paul to assist us in our financial planning and look forward to continuing to work with him going forward.”
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!