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
Not feeling the budget love? 4 ways you could still get ahead
15 May 2024
If the latest federal government budget is leaving you hungry for perks and savings, you're not alone. We've had a brainstorm and here are four ways you could start working towards your property goals now.
0 Comments6 Minutes
Low deposit scheme helps over 150,000 families buy sooner
8 May 2024
Whether you’re rat running your local streets, or have a knack for always picking the fast-moving supermarket queue - everyone loves a good time-saving hack. Well, today we’ll let you in on a scheme that could get you into your first home years - yep years - sooner!
0 Comments5 Minutes
Here’s why your borrowing power might soon get a lift
1 May 2024
Who doesn’t love a tax cut? Most of us are now only weeks away from saving on our tax bills, with Stage 3 tax cuts to kick in from 1 July. But another key advantage is that the tax cuts could give your borrowing power a nice boost.
0 Comments6 Minutes
How to know if you’re paying a fair price
24 April 2024
We all love the idea of nabbing a bargain property, but for most home buyers the real issue is whether they’re overvaluing a place – and paying too much in the process.
0 Comments5 Minutes
Can you remember your home loan interest rate?
17 April 2024
Where you put your car keys, who won the footy premiership three years back, the new prime minister of New Zealand’s name - all very much socially acceptable things to forget. Your home loan rate shouldn’t be on that list.
0 Comments4 Minutes
Plot twist: Millennials are Australia’s most active property investors
10 April 2024
When it comes to buying investment properties, younger Australians are punching above their weight, with Millennials taking the title as the nation’s most active generation for property investment.
0 Comments4 Minutes