"We are expert and highly skilled in advice and strategic wealth management driven by our focus to assist business owners, families and individuals."
Understanding the client, by listening and asking questions, is the foundation for our helping our clients achieve their ambitions. Paul cherishes integrity and forthrightness in all client interaction. He prides himself on providing a solution where he and the firm are able and qualified, drawing on his skills in Economics and Law, and significant technical knowledge and experience across investment management, taxation, structuring, strategic & business planning, and complex intergenerational wealth management. As Managing Partner, he ensures that our people are likewise uniquely skilled, trained and experienced in providing and facilitating excellent outcomes for our clients. Paul nurtures these values throughout the firm through a dedication to continuous improvement and development of people ensuring these techniques will perpetuate even further into the future.