Sue Toonen

I contacted Paul to assist my family with advice about finances when my mother needed to enter an aged care facility. He collaborated her assets into a strategy of options. It detailed my mothers assets concisely. Paul is realistic in his approach and easy to understand. He realises that this can be an emotional time and is patient and empathetic. Paul is able to be contacted by phone or email and is prompt with return contact. He delivers his strategy in person and is generous with his time including any follow up advise. I would recommend Paul as a advisory for this service.