Paul Ashworth, Managing Director
Paul Ashworth
Managing Partner, Chief Investment Officer
“Paul listens first, helping business owners and families simplify complexity and unlock what’s possible”
Contact Paul
Paul Ashworth
Managing Partner, Chief Investment Officer

Being a good listener and asking the right questions is how Paul unlocks opportunity with our clients. Driven by integrity and forthrightness, his interactions are about delivering solutions that help clients achieve their ambitions in both life and business.

Paul comes from a background of Economics and Law, with 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 excellent client outcomes. For Paul, it’s about nurturing this philosophy of continuous development throughout the firm, setting our business and people up for the future.

Areas of expertise
- Investment Management
- Strategic Financial Planning
- Tax Planning
- Business Succession
- Family Office Services
- Intergenerational Wealth & Estate Planning
Qualifications
- Bachelor of Economics/Bachelor Laws, Monash University
- Graduate Diploma Finance Law, Melbourne University
- ASIC authorised representative since 1996
- APRA regulated director (2000-2011)
Contact Paul