Paul Barrett is one of Australia's most experienced Wealth Managers — an expert in pinpointing how wealthy families and individuals can preserve and grow their wealth by using simple, successful, stress-free strategies. Paul will help you create positive space in your life by tidying your financial world. Dedicated to simplifying the complexity involved in financial management, he will work with you to co-create a wealth pathway that speaks to your life goals and values. His premium wealth management service is designed for custodians of wealth, often acquired through inheritance or divorce, or built from a lifetime of hard work. His clients are high net wealth individuals who care deeply about their responsibility for preserving and growing their wealth but don’t want the burden of managing day to day admin, complex structures, tax and investments. Paul has spent a lifetime working in banking and finance and for the last 15 years has worked with 2nd and 3rd generation members of some of Australia’s wealthiest families most of whom have remained clients for over a decade.
Listed skills include Strategic Financial Planning, Superannuation, Wealth, Financial Advisory, and 36 others.
