Paul is a trusted adviser to individuals, their families and business owners. Taking a holistic approach to financial planning, Paul focuses his attention on ensuring his clients have the right structure in place as a foundation to create, build and protect their wealth. Applying his extensive knowledge in self managed super funds, trusts and companies he enjoys designing the appropriate strategy to help his clients achieve their goals and make smart decisions about their money.
Paul tailors his recommendations to the specific needs and objectives of his clients. He has a strong focus on working with his client’s advisers in the fields of tax and law ensuring that they are financially well organised and on track to build and protect their wealth.
Using his experience in asset protection and estate planning, Paul enjoys educating his clients on ways to protect and strategically pass on their assets in the most appropriate way.
Beginning his career in the financial planning industry in 1995, Paul worked with some of Australia’s larger financial planning groups before deciding to establish his own financial planning practice in the Hunter Valley in 2009.
Outside of work, Paul enjoys spending time with his wife and three daughters which often leads to exploring great coffee spots throughout the Hunter region. Paul enjoys keeping fit, and when the opportunity arises, going on road trips and watching motor sports.
- Certified Financial Planner (CFP®) of the Financial Planning Association of Australia
- Diploma in Financial Planning (Deakin University)
- SPAA Specialist SMSF Adviser
Areas of expertise
Personal Injury and Medical Negligence Claims
Asset Protection and Business Structures
Insurance advice for individuals and business owners
Retirement Planning and Pensions
Self Managed Superannuation Funds (SMSF)
Tax Effective Wealth Strategies
Small to Medium Enterprises (SME)
Investment and Portfolio Construction
Strategic Financial Advice
Key Person Insurance Strategies
- Commenced Financial Advice in 1995
Paul Roberts is an authorised representative of Fitzpatricks Private Wealth Pty Ltd.