Profile
Paul has been offering financial advice services for over 24 years across Personal and Fire & General Insurances, Investments, KiwiSaver, Income Tax and more recently Mortgages. This has enabled Paul to establish a more client focused advice approach rather than sales and to fully understand clients needs, goals and budget whilst developing long term relationships.
Paul describes himself as a consumer, just like his clients, who are also looking for the best advice to meet needs, wants outcomes and goals within an affordable budget.
Paul is a Financial Adviser, having obtained a number of qualifications to provide full financial advice and Investment Planning Services in a professional and more personal manner.
All Paul’s clients know that Paul will be absolutely honest, professional, accommodative, supportive and available.
Paul operates his self-employed business from his Beckenham home office.
Paul’s previous career involved travelling extensively around New Zealand for 22 years, and thus is in a good position to understand our places, people, local cultures, businesses and New Zealand social society as a whole.
Travelling also provided Paul with the opportunity to participate in his passion for surfing, having been a founding member of NZ Surfing as we know it, and former President of the Kneeboarding Surfing Association NZ.