About
Clarity, Security, and Harmony for Your Financial Future
“Concord” means agreement or harmony.
We founded Concord Private Wealth on this single idea: that financial advice should bring you harmony, not stress.
For most people, especially those in their 30s, 40s, and 50s who are busy managing families and careers, money is a source of complexity and uncertainty.
Our mission is to replace that uncertainty with a clear, jargon-free plan. We help you make good financial decisions, secure your family’s future, and see the real-world impact of your efforts.
Our Guiding Philosophy: Protection First
You cannot have a solid growth plan without a solid foundation.
Any adviser who rushes to talk about investments without first protecting your income is building a house on sand. Our business is built on a “Protection First” process that is secure, logical, and transparent.
- Secure Your Foundation: We first build a financial fortress around your family. As insurance specialists, we ensure your income and assets are protected from the unexpected.
- Grow Your Wealth: Only from that position of strength do we focus on growth. We build an investment and superannuation strategy designed for long-term, cost-effective performance.
Why Income Protection is important for you…
Our Investment Approach
Our investment philosophy is evidence-based and built on three core pillars:
- Balance: We avoid uncompensated risks by building a well-diversified portfolio. We manage the balance between risk and potential reward to help you reach your goals.
- Cost: We are relentless about minimising investment costs. Costs create an inevitable gap between what the market returns and what you actually earn, and keeping them low is key to long-term wealth.
- Discipline: We build long-term plans and help you stick to them. We provide the perspective to help you remain committed, avoiding costly, emotional decisions during market uncertainty.
This is why we use the Core-Satellite investment approach. We build a stable, low-cost “Core” using broadly diversified index funds, and then add “Satellites”—smaller, active investments—to tilt the portfolio towards specific opportunities for growth.
Learn more about our investment approach…
How our Superannuation review works…
Meet Our Founder
Concord Private Wealth was founded by Paul Harrison. As the principal financial adviser, Paul has been guiding clients through their financial lives since 2006.
Prior to establishing Concord, Paul held an advisory role with a boutique financial planning firm in Perth, where he specialised in helping clients create strategies to protect their assets and achieve their financial goals.
He holds a Bachelor of Commerce (majoring in Finance and Strategic Economic Analysis), a Diploma, and an Advanced Diploma in Financial Services.
Paul is a Tax (Financial) Adviser and a member of the Association of Financial Advisers (AFA).
A Note from Paul…
Q: What motivated you to start this business? A: To help my clients make good financial decisions and see the positive impact on their lives. I also wanted to create a business that gives me the flexibility to spend more time with my family.
Q: How would you describe your approach? A: Easy-going, friendly, and focused. My commitment is to be easy to talk to and to explain everything in plain English—no jargon.
Q: What are your favourite pastimes? A: Anything sport—cricket, football, fishing. I also enjoy spending time with family and friends, cooking, and home-brewing.
Ready to Build Your Plan?
Your first consultation is a simple, no-obligation chat to see if we’re a good fit. Let’s talk about your goals and see how we can help.