“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.”
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
“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 has helped me from pre-retirement through retirement and is still a constant as I move forward (now 6 years on from retirement). He takes the time to understand my situation and is always there when I need advice on even the simplest thing. I am very grateful to him and he has my total trust.”
“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. “
“Paul has been great, he has a broad scope of experience and gives us exactly the detail we want without too much.”
“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+
“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”
“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. ”