Paul began working with us on our retirement plan late last year and we have already reaped significant financial benefits by simplifying our Superannuation and identifying unnecessary expenditures. He has saved us over $20,000 pa in our Super Fund, plus identified an error in our life insurance that led to a refund of $40,000; that’s money we can put back into our retirement nest egg. Now we are implementing our new investment strategy with Paul’s sensible guidance.
Gerard & Philippa
Pre-Retirees, Canterbury
Our experience with Paul Velardo is very satisfying as we found him to be very knowledgeable and trustworthy. Paul has assisted us greatly and we could see value in his patience with removing our debt and finalising accounts. Most of all, placing our superannuation funds in a far better-secured scheme that works for us. We now feel incredibly organised and satisfied. We thank you Paul as you have listened to our needs and have removed so much stress off our shoulders we could not do this without you.
Jennifer & Warren McGhie
Pre-Retirees, Braybrook
Paul is committed to his clients. He takes the time to listen to his clients, he is patient and doesn’t rush off. He always makes sure we understand everything that has been discussed before the appointment ends. He is a lovely person who is committed to doing right by his clients. We are very happy with the service he provides and would recommend him to our own family and friends.
Vince and Emily Borg
Pre-Retirees, Keilor Park
Paul is never frugal with his time and gives financial advice that makes sense. He is attentive to details which makes me as a client feel valued. I don’t really have to repeat myself and explain the story over and over. He has exemplary knowledge in financial planning. I feel extremely comfortable for him to take care of my financial future.
Michael Wu
Wealth Accumulator, Doncaster
Paul has been my financial adviser for more than 4 years and I have found him most professional and very knowledgeable in all aspects of financial planning. He has a wealth of financial information and for me personally he had solutions that I had no idea existed. I would recommend him most highly.
Rhonda Robins
Retiree, Romsey
Paul began working with us on our retirement plan late last year and we have already reaped significant financial benefits by simplifying our Superannuation and identifying unnecessary expenditures. He has saved us over $20,000 pa in our Super Fund, plus identified an error in our life insurance that led to a refund of $40,000; that’s money we can put back into our retirement nest egg. Now we are implementing our new investment strategy with Paul’s sensible guidance.
Gerard & Philippa
Pre-Retirees, Canterbury
Our experience with Paul Velardo is very satisfying as we found him to be very knowledgeable and trustworthy. Paul has assisted us greatly and we could see value in his patience with removing our debt and finalising accounts. Most of all, placing our superannuation funds in a far better-secured scheme that works for us. We now feel incredibly organised and satisfied. We thank you Paul as you have listened to our needs and have removed so much stress off our shoulders we could not do this without you.
Jennifer & Warren McGhie
Pre-Retirees, Braybrook
Paul is committed to his clients. He takes the time to listen to his clients, he is patient and doesn’t rush off. He always makes sure we understand everything that has been discussed before the appointment ends. He is a lovely person who is committed to doing right by his clients. We are very happy with the service he provides and would recommend him to our own family and friends.
Vince and Emily Borg
Pre-Retirees, Keilor Park
Paul is never frugal with his time and gives financial advice that makes sense. He is attentive to details which makes me as a client feel valued. I don’t really have to repeat myself and explain the story over and over. He has exemplary knowledge of financial planning. I feel extremely comfortable for him to take care of my financial future.
Michael Wu
Wealth Accumulator, Doncaster
Paul has been my financial adviser for more than 4 years and I have found him most professional and very knowledgeable in all aspects of financial planning. He has a wealth of financial information and for me personally, he had solutions that I had no idea existed. I would recommend him most highly.
Rhonda Robins
Retiree, Romsey
Paul began working with us on our retirement plan late last year and we have already reaped significant financial benefits by simplifying our Superannuation and identifying unnecessary expenditures. He has saved us over $20,000 pa in our Super Fund, plus identified an error in our life insurance that led to a refund of $40,000; that’s money we can put back into our retirement nest egg. Now we are implementing our new investment strategy with Paul’s sensible guidance.
Gerard & Philippa
Pre-Retirees, Canterbury
Our experience with Paul Velardo is very satisfying as we found him to be very knowledgeable and trustworthy. Paul has assisted us greatly and we could see value in his patience with removing our debt and finalising accounts. Most of all, placing our superannuation funds in a far better-secured scheme that works for us. We now feel incredibly organised and satisfied. We thank you Paul as you have listened to our needs and have removed so much stress off our shoulders we could not do this without you.
Jennifer & Warren McGhie
Pre-Retirees, Braybrook
Paul is committed to his clients. He takes the time to listen to his clients, he is patient and doesn’t rush off. He always makes sure we understand everything that has been discussed before the appointment ends. He is a lovely person who is committed to doing right by his clients. We are very happy with the service he provides and would recommend him to our own family and friends.
Vince and Emily Borg
Pre-Retirees, Keilor Park
Paul is never frugal with his time and gives financial advice that makes sense. He is attentive to details which makes me as a client feel valued. I don’t really have to repeat myself and explain the story over and over. He has exemplary knowledge of financial planning. I feel extremely comfortable for him to take care of my financial future.
Michael Wu
Wealth Accumulator, Doncaster
Paul has been my financial adviser for more than 4 years and I have found him most professional and very knowledgeable in all aspects of financial planning. He has a wealth of financial information and for me personally, he had solutions that I had no idea existed. I would recommend him most highly.
Rhonda Robins
Retiree, Romsey
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