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
I’m a Financial Adviser based in Blenheim, serving clients, and building professional networks nationwide. With years of experience in banking and financial advice, I have dedicated my career to helping individuals and families achieve their financial goals and aspirations.
My journey to success includes studying finance at Massey University, where I earned a Graduate Diploma in Business specialising in Personal Financial Planning. Having completed rigorous training I’m entitled to use the distinctive title CERTIFIED FINANCIAL PLANNERCM and designation CFPCM the pinnacle of professional attainment in financial planning.
What do I offer clients?
Expert Advice: Serving as a reliable sounding board, I help you evaluate the pros and cons of financial decisions (including property buying / selling) in the context of your unique situation. My extensive experience covers investments, retirement planning, estate planning, conveyancing, taxation, and lending (residential and commercial).
Commitment to Integrity: As a trusted financial adviser, I prioritise our partnership and value our relationship. My role is to listen and provide practical, tailored solutions. Committed to delivering high-quality, personalised financial advice with integrity, honesty, and transparency, I always put your interests first.
Peace of Mind: I am dedicated to helping you make informed decisions for your future, regardless of your current life stage. Through comprehensive guidance and strategic planning, I aim to empower you to take confident steps towards financial freedom.
Who do I enjoy working with?
Families and Individuals: Clients seeking to grow their wealth with guidance from a trusted adviser.
Business Owners and Farmers: Those planning to exit their businesses through asset sales or generational transfer.
Investors: Those looking to optimize their capital for maximum returns.
My Three Golden Rules:
- Trust is the foundation of any partnership. Open and honest conversations are essential for achieving your financial goals.
- Cherish and nurture your relationships. They are integral to your personal and financial well-being.
- Embrace opportunities and take decisive actions. Avoid regrets by making informed decisions today.
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.