“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.”
We work with our clients in a consultative approach to design and build a comprehensive Wealth Management Program.
Our team of integrated Accountants and Financial Planners strive 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 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.”
“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 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.”
“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”
“Trent has provided us with advice in areas including our self managed super fund and small business entity. Trent’s knowledge and expertise is outstanding! Reliable, friendly, professional, always contactable and approachable. We feel very confident that the advice Trent provides is correct for our needs.”
“Paul’s advice has always been explained in a clear and concise way. I always receive Paul’s care and attention when needed. Paul has ensured our investments have been protected to cover our lifestyle and savings needs by paying attention to yield. Paul is a trusted advisor and takes care to ensure that our needs are well understood and translated into the appropriate actions for us. This has been consistent over several years which is a unique thing in financial services these days. I would like to take this opportunity to thank Paul for keeping our portfolio safe through the ups and downs of a changing market.”
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!