“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.”
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 helped my husband and I immensely with planning for our retirement. I was very unsure and nervous, but Paul explained things thoroughly and was very patient with all our questions. We are very confident heading into retirement that Paul has the right plan in place for our needs.”
“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.”
“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 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.”
“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.”
“Trent and his team at Austin’s Financial Solutions have assisted myself and my husband for the last 18 years. We were looking for assistance with a variety of financial decisions and products. I cannot recommend Trent Austin highly enough for the amount of knowledge, ability to listen to is clients and understand their priorities and guidance. Trent has exceeded our expectations every time. Best decision I ever made!”
“Paul has advised me in areas such as income protection, property investment and superannuation. He also provides invaluable advice to help me in my role of Power of Attorney for my ageing father. Navigating government assistance and aged care can be complicated but Paul has taken stress out of the picture. Communication from Paul and his team is always clear and reliable, and I’m so grateful that he can make complex information accessible. Paul and his team treat clients like family, I am so thankful to have been referred by friends to them. ”