Paul’s wealth of experience in Financial Planning, Real Estate and Banking spans over 35 years is a real asset to the team at Inspired Money and to our clients in general.
By avoiding the jargon often associated with Financial Planning Paul’s approach to financial planning has helped clients feel confident with the decisions they make. This has led to many instances where several generations of the same family work with him which gives more continuity and helps when decisions need to be made which effect clients and their parents.
Moving to Inspired Money has helped Paul establish himself in to the West Australian way of life after recently relocating from the UK. He believes that each member of the team has different strengths which when combined with his own give us enormous depth of experience and skills to give clients the best outcome.
Paul is very much a family man so he can empathise with the concerns of his clients.
Over the years he’s seen the positive effects that professional financial planning can have on families particularly through the creation and management of wealth but also the protection that families need in case of unexpected events such as serious and unexpected illness.
Paul now lives in Carramar and enjoys cycling, family life and hopes to start diving again after a break of a few years.
“Thank you Paul, for your prompt assistance and persistence with my matter. You were aware of the urgency of my matter and you were very helpful and gave some clear direction as to what I needed to do. I would have no hesitation recommending you to friends and family with any of the services you provide.” – Toni (46-55 yo client)