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.
Why now may be the time to buy a rental property
2025 has been a big year for property investors. But the rapid growth of investment lending has fuelled speculation about a possible crackdown on loans to property investors. We explain what’s happening, and why it might be worth considering bringing forward your plans.
0 Comments5 Minutes
5-year goal: 1-in-3 Gen Zs planning to buy a first home
Gen Z may be known for being tech savvy, but they’re also showing their smarts when it comes to home buying, with a surprisingly large number preparing to buy their first home before the end of the decade. Here’s how Gen Zs are making their home-buying plans happen.
0 Comments5 Minutes
Australian home owners focus on paying down debt
To save or to pay down your home loan, that is the question. Ok, so it’s not Shakespearean levels of contemplation – but it’s still a big decision facing many Australian families right now. Let’s take a look at what the majority of home owners are leaning toward.
0 Comments7 Minutes
Time to buy? House prices tipped to heat up this summer
Property prices are running hot as we head into summer, and the market is tipped to dial up even further over the next 12 months. Here’s how it could shape your home-buying plans.
0 Comments5 Minutes
Forget 'The Block', more homes are selling at auction
Season 21 of The Block may be over but the sales are not, with two homes failing to find buyers at auction. It’s a different story across the broader market though. As auction clearance rates heat up we explain how to get your auction game on.
0 Comments6 Minutes
All aboard! The affordability of just one extra train stop
If you’ve just boarded the home buyer express, chances are ‘value’ is high on your list of neighbourhood must-haves. Well, it turns out that house hunters who are happy to stay on the train for just one more stop can be rewarded with savings totalling hundreds of thousands of dollars.
0 Comments6 Minutes