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.
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 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.”
“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.”
“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 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.”
“After 5 years plus, Paul’s has given me consistent advice and support that has enabled me to now retire with financial confidence. From the beginning, Paul had been my trusted advisor , partnering with me to ensure my understanding of my financial affairs and providing options within the broader context of my working life , financial capacity and social needs.”
“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.”
“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!”