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Paul is your personal advisor and wants to share some of his insights after 40 years in financial planning with you.
Read some of our thoughts on finance, business and personal growth here.

Grandma’s Christmas Club

| Advice | No Comments
Remember how 2019 was going to be the year where you got your personal finances in order? If you are now as organised as you wanted to be well done! If not, I am going to bet that one of…

I’m a Small Business Owner Too

| Business, Retirement | No Comments
You may not have thought of this but like many of you not only am I a financial adviser, but I also operate a small business. Like most small business owners I  spend a great deal of my working life…

Retirement is not the end of Investing

| Advice, Investments, Uncategorized | No Comments
I was having a conversation with a client the other day who was feeling nervous about the state of the share market. This guy has been a client for many years so is quite experienced in terms of the ups…