FORZA

An old-fashioned Italian word within the family passed on via generations.

Translation – Strength, Be Strong, Spirit and Might.

Forza Wealth is an independent business specialising in STRONG personalised and tailored Financial Advice.

Our aim is to act as the family’s Financial Doctor and provide simple solutions to cure people’s money problems.

Meet Paul Velardo – Founder and Director of Forza Wealth.

Paul Velardo
quotation

“Money doesn’t have to be a confusing topic so let’s keep it simple!”

PAUL VELARDO

B. Bus (Economics & Finance)

Meet Paul Velardo – Founder and Director of Forza Wealth

With almost 20 years of experience, Paul founded FORZA in 2015 to put clients first in the investment adviser relationship without competing interests from related firms or shareholder profits. Many of his clients have worked their entire lives to accumulate their wealth and Paul takes great pride in being their financial coach through life’s great journey. Paul is recognised as a Certified Financial Planner – the highest professional designation awarded by the Financial Planning Association. Paul genuinely cares about his clients and is passionate about:

  • Making the complex simple.
  • Helping people and families achieve financial freedom.
  • Empowering people to make better decisions about their money.
  • Inspiring individuals to take ownership and control of their wealth.
  • Building ongoing long term relationships with clients and their families.
  • Spending time with his wife Alexandria and large extended family around good food and good wine (prefer Red if you want to buy me a gift).
  • Popping into Nonna’s for lunch and a cup of real coffee (not that instant stuff).
Certified Financial Planner