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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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 Financial Advice Association Australia (FAAA) 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
Could US tariffs be good news for Aussie home owners?
Tariff-triggered cuts to interest rates could be just around the corner, with Australian borrowers the likely winners if they come to fruition.
0 Comments5 Minutes
Election 2025: what’s on offer for first home buyers?
Australians will head to the polls on May 3, and with housing affordability shaping up as a key election issue, we unpack how the two major parties are pledging to help first home buyers.
0 Comments5 Minutes
Home owners notch up gains of $230,000 in just 5 years
Did you know that the average home owner saw their property’s value rise $46,000 per year over the past five years? Today we’ll look at ways you could put that recent increase in equity to further use.
0 Comments4 Minutes
Why 1-in-2 families are thinking of refinancing
The RBA may have swiped left on an April rate cut, but plenty of home owners are taking matters into their own hands by refinancing to save on interest with a lower rate.
0 Comments5 Minutes
Sounds of silence: how traffic noise can impact property values
‘Close to public transport’ is often touted as a plus for home buyers. But new research shows just how much close proximity to a busy road, railway or flight path can impact property values.
0 Comments5 Minutes
5 fun (and budget-friendly) ideas for an Easter staycation
This Easter offers more than chocolate eggs and hot cross buns. It brings a rare mega-holiday, and if your budget doesn’t stretch to a trip away, check out our tips to enjoy a memorable getaway - at home.
0 Comments7 Minutes