Concord Private Wealth
We work with;
- Families with mortgage debt
- People in their 30 – 50’s
- Professionals- Doctors, Medico, Legal, Accounting, Engineering
- Trades – FIFO, Mining, Construction
Our Aim:
We want to work with people starting out or continuing to build their wealth, looking to address the key aspects of their finances, such as:
- Advice on a complete personal insurance solution, tailored to their situation.
- Committed to reviewing and reducing their mortgage debt.
- Want to protect their estate and make sure their money goes where intended.
- Reviewing and building their superannuation.
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Email us your query:
hello@concordwealth.com.au
Paul is a qualified Financial Adviser who has been in the financial services industry for over ten years. Prior to establishing Concord Private Wealth Paul held an advisory role with a boutique financial planning firm in Perth helping create strategies for clients to protect their assets and achieve their financial goals
Paul is a member of the Association of Financial Advisers (AFA) and is registered with the Tax Practitioners Board as a Tax (financial) Adviser. Paul also has a double degree in Finance and Economics, holds a Diploma and also an Advanced Diploma in Financial Planning, as well as a Diploma in Mortgage Broking.
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Latest news from Concord Private Wealth
The home loan feature 70% of new borrowers are hooked on
4 September 2024
When it comes to home loan features we’re spoiled for choice. Even basic loans can come with a fisherman’s basket full of options. But one feature in particular is being targeted by seven out of 10 home buyers.
0 Comments6 Minutes
How much has your home’s value risen by?
28 August 2024
We’ve all heard the rule of thumb about property being a long-term investment. Well, get this: many home owners have seen the value of their property quintuple within the timeframe of a typical 30-year mortgage.
0 Comments5 Minutes
Property market set to blossom this spring
21 August 2024
The sun is out – and so are the buyers! Spring is traditionally a peak period for property, and there’s a good reason why spring 2024 is shaping up to be a bumper season. Here’s how to prepare if you’re planning to buy in the weeks ahead.
0 Comments5 Minutes
How to buy an investment property using your home’s equity
14 August 2024
Want to grow your investment portfolio but have most of your wealth tied up in your family home? You may be able to leverage recent gains in the property market as equity for an investment property. Let’s take a look.
0 Comments5 Minutes
Does your job come with home loan perks?
7 August 2024
Your job can provide more than an income. When it comes to being approved for a home loan, certain roles can enjoy favourable treatment from lenders. So today we’ll look at some of the occupations that can offer up home loan perks.
0 Comments6 Minutes
Why multi-bedroom homes could be appealing for investors
31 July 2024
A cost of living crunch is driving a new trend among renters – and it’s changing the wish lists of some property investors. We reveal what’s happening across the rental and investment markets.
0 Comments4 Minutes