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, Oil & Gas
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.
Bank of Mum and Dad: why a written agreement can make sense
With more first home buyers relying on family support to get into the market, we explain why it may be beneficial to put the details in writing if Mum and Dad offer a financial helping hand.
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New financial year, new reasons to review your home loan
As the calendar flips over to July, now’s a good time to give your home loan a once-over. We look at five strategies that could help you save on interest and pay off your mortgage sooner.
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How the property market is shaping up in your area post budget night
It’s just over a month since the Federal Government unveiled its tax reforms on budget night. Here’s how property values are responding across the major cities.
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5 tips to help you clear your mortgage by retirement
Worried you'll still be paying off your mortgage in retirement? New research shows you're not alone. Here are five tips to help clear the slate before you hang up your work boots.
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Home loan interest rate rising? There may be other options
It was great while it lasted, but the rate cut party is well and truly over. Today we look at how you could potentially reduce your home loan interest rate without relying on the Reserve Bank.
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Federal Budget 2026: how it could affect your property plans
Reforms to negative gearing and capital gains tax have been unveiled in the latest national budget. Here’s what they could mean for investors, first home buyers and home owners.
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