Paul Baker Certified Financial Planner® Email & Phone Number

Dubai, Ae

As a number of clients continue to come and go from the Middle East, I wanted to ensure that I could properly assist with their transition and also advise on South African products. I was fortunate to be introduced to Victor of Fractal Capital and have joined his team. Our mutual belief in fee-based investments and holistic financial planning ensures that our advice and processes are aligned.This will allow me to assist and advise clients who live in South Africa and also those outside of South Africa who still maintains assets or investments there.

Dubai, United Arab Emirates

I am continuing my work as a CFP® professional, providing holistic financial planning advice to my clients. By partnering with Seven Insurance Brokers I am able to continue to offer whole of market products and services to my clients.

Dubai, United Arab Emirates

Working with an SCA regulated firm in the UAE allows me to offer bespoke investment solutions to clients using cost-effective and transparent platform providers. Having our own in-house Chief Investment Officer ensures that investment solutions are carefully selected, researched and continuously managed. My philosophy of providing needs-based financial advice remains the same while access to new investment platforms and expertise enhances this offering.

I am excited to have joined Beacon Global Wealth Management under their BlackTower licence for both Cyprus and Gibraltar. This allows me to provide compliant advice to clients throughout the EU and UK.Working with a firm that is committed to acting in their clients' best interests is always key to me and I look forward to growing this relationship and offering my clients the best solutions to their needs.

Dubai

Most of us expats living in the UAE are here to make money and create a better future, not just for ourselves but for our families as well. It is important for us to take a holistic view at our financial planning and ensure we have a well-rounded strategy in place.Insurance, investments, wills, budgeting and general financial planning are the key areas that I advise on but am able and willing to go the extra mile should a client require any other assistance.

Cape Town

Due to my specific skill-set, I was acknowledged as a systems and admin leader and promoted to the position of Operations Manager. I maintained a smaller book of clients whom I serviced in both Cape Town and Durban and led the team on projects and operations.

Cape Town Area, South Africa

PWV Trustsure merged with Alf Meyer Insurance Brokers, Charis Brokers and MCL RiskAdvisors to form Origin Financial Solutions at the end of 2012. This merger gave us access to a greater number of products and also allows us to offer our clients a broader spectrum of services.My portfolio ranges from individuals to restaurants to transporters and a lot in between, focusing on risk management. This includes short-term insurance as well as life assurance products which allows individuals and business owners to mitigate their risk as far as possible.I believe in holistic financial planning which allows both individuals and businesses alike to secure their futures.My position and technical knowledge has also allowed me the opportunity to design facets of our CRM database system (WorkPool) and I currently oversee the working of the system as well as staff training and reporting. I am also in charge of our short-term policy administration system, Cims3, and handle all financial, reporting, and technical queries around this system to ensure smooth functioning and an efficient operating experience.

Western Cape

Portfolio Manager focusing on financial planning and short-term insurance in the Cape Town and Durban areas.Responsible for systems administration and design as well as staff training.

Investment Advice Diploma, Financial Planning And Services

Postgraduate Diploma In Financial Planning, Financial Planning

Bcomm, Finance, Economics & Marketing

High School, English, Afrikaans, Maths, Accounting, Science, Biology