Your Financial CEO
Responsible and Ethical investment specialists
By Referral Only.
Everyone deserves a life to invest in…
Your Financial CEO
By Referral Only.
What our clients say
Our Team
Meet Paul
My name is Paul Garner and as a financial adviser I believe my role is to help you build a financial path forward, cope with change and have your back along the way.
I have a broad range of life experience, qualifications and access to a wide range of subject experts. Together they ensure I can innovate, guide, coach, teach and bring an international perspective to my ethical financial advice.
Meet James
In childhood James was the self-appointed household savings monitor thanks to a “Money Tree” hanging in the family kitchen (which was a plastic holder to stack 100 $1 coins).Since then, James has had a special interest in personal finance and planning. This led to a degree from the University of Adelaide in Finance (International) and a career in financial services that seeks to understand each client’s “why” and to tailor relevant solutions.
Services
Responsible/Ethical investments
Guidance on budgeting and goal setting
Savings and wealth creation strategies
Investment planning
Superannuation planning
Retirement planning
Pre-retirement planning
Personal insurance planning
Business insurance planning
Estate planning considerations
Aged care and Centrelink planning
