Paul Carroll

Founding Adviser

“When I started this company back in 1996, I set out to assist people in regular household situations and make significant differences to their ongoing circumstances”.

“After more than three decades in the industry, I still love speaking with clients, hearing their aspirations and helping them to achieve.”

Paul Carroll started the business back in 1996. Paul has several decades of experience as a Financial Adviser, he loves building and maintaining relationships with clients, ensuring they are making the most out of the financial resources, solutions and opportunities available to them.

Paul’s experience and expertise covers all areas of financial planning. Having transitioned from the leadership of the business, Paul now focuses on maintaining regular contact with clients, ensuring they are receiving individual updates and are benefitting from the personal service that only a boutique-style company offers.

Paul’s key strengths include empathising and engaging with people, his record of long-term client relationships is built on trust, integrity and honesty.

His qualifications include a Bachelor of Education and a Diploma of Financial Planning.

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