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.
.
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.
Could rates lift off again before Xmas? Here’s how to prepare
Several of the big banks have pivoted on their rate outlook, and are now predicting rate hikes (rather than no change or a fall) this side of Christmas. It could be a cue for homeowners to plan rather than panic.
0 Comments5 Minutes
Could you spot a property scam? Spoiler alert: over 2 in 5 can’t
Property transactions involve big bucks - and that makes them a big target for scammers. With large sums of money at stake, we reveal what to look out for, and how to protect yourself from property settlement scams.
0 Comments6 Minutes
The silver lining of a cooling property market for home owners
While rising prices were the talk of the town not so long ago, the tide has started to turn, with property values beginning to soften - but it's not all bad news for home owners.
0 Comments5 Minutes
What’s a competitive rate right now? Nearly 50 lenders offer variable rates below 6%
Great news! Homeowners can breathe a sigh of relief, with the RBA keeping the cash rate on hold in August. But just because the cash rate is sitting tight, doesn’t mean you have to.
0 Comments5 Minutes
Was your offset account flagged in the ASIC investigation?
So it turns out some mortgage offset accounts haven’t been working as intended, according to a recent investigation. Here’s how to check if your home loan offset account has actually been helping you save.
0 Comments7 Minutes
How to avoid this common home buyer trap
Waiting for home prices to ‘bottom out’ before buying may seem like a smart strategy but it could work against you. Here are the risks of holding out and hoping for lower prices.
0 Comments6 Minutes