Specialties
- Over 25 years experience in the financial services industry.
- Working with high net worth individuals.
- Making sure your investments and KiwiSaver work for you.
- Investment solutions to build wealth or provide an ongoing income.
- Planning towards retirement and then enjoying your later years.
- Selling or downsizing your property/farm, or selling your business.
About Paul
Hi, I'm Paul. I am a financial adviser with over 25 years’ experience in the financial services industry. I’ve worked in institutional banking overseas, rural banking in Marlborough, property conveyancing, and as an owner-operator of a vineyard business.
I think it’s important that everyone has a plan for their future wealth position as it gives us purpose and a direction to aim for. There are many moving parts to our financial wellbeing and without a clear plan we can become very reactive to what life throws at us; which can sometimes force us to make poor business choices.
Even if you have formulated a financial plan, the key is to actually implement the plan - which can be the hard part - but that’s where I can help!! I like to work alongside my clients as their trusted adviser proactively working through various scenarios and opportunities to ensure positive financial outcomes for all parties.
If this resonates with you, it would be great to work with you.
My Three Golden Rules
- Always act in good faith.
- Always treasure your relationships.
- “Just do it” and don’t have regrets later in life.
Neither Lifetime nor I have been subject to a reliability event. A reliability event is something that might influence you in deciding whether to seek advice from either myself or Lifetime. As an example, this would be a serious event such as legal proceedings against me, or bankruptcy in the last four years.