In our first meeting, Paul listened to our requirements and our long-term goals and provided us with a comprehensive plan of action. He helped us consolidate our debt, put life insurance in place for us both, changed us to a better KiwiSaver scheme, and also helped us plan to save more money. Throughout the weeks, he has met with us regularly, discussed and updated our financial plan, and advised us with regards to decreasing our debts and purchasing our first home.
Paul is a knowledgeable and professional financial advisor. He keeps himself current with the market and always follows up on how we are doing with our day to day life. We feel secure with Paul, and we highly recommend his services to others.
– Rose & Avitesh Kumar
