Paul Milbourne Email & Phone Number

Melbourne, Vic, Au

Melbourne, Victoria, Australia

As the founder and Managing Director of Milbourne Insurance Solutions, I lead a specialised team dedicated to providing customised insurance solutions for both personal and business needs. Our focus is on using insurance to solve complex financial challenges, ensuring our clients have the security, continuity, and peace of mind they need.Key Responsibilities:Business Continuity & Succession Planning: Develop and implement insurance strategies such as Key Person Insurance and… Show more As the founder and Managing Director of Milbourne Insurance Solutions, I lead a specialised team dedicated to providing customised insurance solutions for both personal and business needs. Our focus is on using insurance to solve complex financial challenges, ensuring our clients have the security, continuity, and peace of mind they need.Key Responsibilities:Business Continuity & Succession Planning: Develop and implement insurance strategies such as Key Person Insurance and Business Succession Insurance to protect businesses against the financial impact of losing crucial personnel or ownership changes.Income Protection & Personal Security: Provide tailored solutions including Income Protection, Critical Illness (Trauma) Insurance, and Total and Permanent Disability (TPD) Insurance, ensuring our clients’ financial security in the face of health setbacks or unexpected life events.Client-Centric Approach: Work exclusively through referrals from existing clients and their trusted advisors—accountants, lawyers, and bankers, to maintain a personalized and high-trust service model.Achievements:Established Milbourne Insurance as a trusted partner for business owners seeking to protect their enterprises from risk, with a focus on succession and continuity.Built a reputation for understanding the unique needs of professional private clients, providing solutions that ensure families are financially protected and futures secured.Cultivated a network of trusted advisors to facilitate seamless collaboration and a client-first approach.With over a decade of experience, my mission is to help clients navigate the complexities of insurance, offering reliable, customized solutions that address both immediate concerns and their long-term goals.🔑 Like to Get in Touch!Get the answers to your questions without the sales pitch!💻 Message me to chat further.or📞 Call me at (03) 9653 9556or 💻 Email me at paul@milbourne.com.au Show less

Melbourne, Australia

Risk & Corporate Benefits

Melbourne, Australia

Providing Australian legal, medical, professional executives, expatriates and business owners with specialised personal life insurance solutions.Working hand in hand with each client's trusted adviser, I help structure certainty in clients personal and business lives by creating financial continuity in the unfortunate event of ill health, injury or premature death.

Australia

Responsible for the risk insurance advice & corporate benefits business in Australia & New Zealand.

Australia

Australia

Responsible for the risk insurance advisers in Victoria, Tasmania, South Australia & Western Australia accross the Findex Brands (Centric Wealth, Financial Index Wealth Accountants, Prescott's Securities & Crowe Horwath).

Melbourne, Australia

Kuala Lumpur, Malaysia

I assist expatriates living in S.E. Asia and further afield, providing a holistic approach to their financial planning which includes both their domestic and international circumstances.I provide my service offering on being globally mobile, just as my clients are, assisting in a range of services from: - Tax Minimisation- Wealth Protection- Lifestyle Planning- Offshore Banking- Estate Planning/Malaysian Wills- Retirement Planning- Wealth Creation-… Show more I assist expatriates living in S.E. Asia and further afield, providing a holistic approach to their financial planning which includes both their domestic and international circumstances.I provide my service offering on being globally mobile, just as my clients are, assisting in a range of services from: - Tax Minimisation- Wealth Protection- Lifestyle Planning- Offshore Banking- Estate Planning/Malaysian Wills- Retirement Planning- Wealth Creation- Wealth Management- Personal Risk Insurance- Financing- Budgeting Show less

Kuala Lumpur, Malaysia

Taking control of your financial future is a fundamental motivator for many Australian expat's when taking the plunge and moving overseas. However, with the plunge comes the high demands of work and more often than not the financial planning is put in the too hard basket.Your advisor back home may not fully understand your needs offshore and conversely adviser's offshore don't understand your needs back home.It doesn't need to be this way anymore. Australian Expatriate… Show more Taking control of your financial future is a fundamental motivator for many Australian expat's when taking the plunge and moving overseas. However, with the plunge comes the high demands of work and more often than not the financial planning is put in the too hard basket.Your advisor back home may not fully understand your needs offshore and conversely adviser's offshore don't understand your needs back home.It doesn't need to be this way anymore. Australian Expatriate Services Pty Ltd has been established to fulfil this void. As a specialist expat Australian financial advisory service, we provide full Australian based financial advice on the following:• Superannuation• Wealth Accumulation Strategies• Personal Risk Insurance• Pre-Retirement Strategies• Managed Investments and Securities• Direct Property• Transition to Retirement Strategies• Estate Planning• Debt Management• And much much more….Australian Expatriate Services Pty Ltd is a fee for service advisory practice with a range of service and review offerings to meet your personal needs and budget with a primary goal to continue to provide the same level of customer focused advice and service, working together to build to help you achieve your financial goals.To arrange an obligation free one hour review meeting of your Australian affairs please contact me on paul.milbourne@australiaexpat.com.au or +6014 644 3062. We are confident that it will be an hour well spent that will generate many ideas on how to save you money, build and protect your wealth. Show less

Kuala Lumpur, Malaysia

I specialise working with expatriates based in Malaysia, Vietnam and S.E. Asia to maximise their financial opportunities while working offshore. Assisting clients in a range of services including: - Tax minimisation- Offshore Banking- Estate Planning/Malaysian Wills- Retirement Planning- Wealth Creation- Wealth Management- Personal Risk Insurance- Financing- Budgeting

Melbourne, Australia

Working closely with the principle Financial Planner to develop tax effective financial strategies for HNW individuals and small/medium business owners specialising in: - Tax minimisation - Retirement Planning - SMSF - Wealth Creation - Wealth Management - Transition to Retirement - Business Sucession Planning - Personal Risk Insurance - Financing - Budgeting

Melbourne, Australia

A superannuation expert in AMP's major superannuation product I provided high level assistance to the product manager, legal department, Trustees and liased between all business units on varying product, legislative and tax issues.This all encompasing role ensured I had intimate knowledge of the product as well as insurances, taxation, superannuation legislation and investments. I was also a key contact point for all customer service staff and financial advisers with high level… Show more A superannuation expert in AMP's major superannuation product I provided high level assistance to the product manager, legal department, Trustees and liased between all business units on varying product, legislative and tax issues.This all encompasing role ensured I had intimate knowledge of the product as well as insurances, taxation, superannuation legislation and investments. I was also a key contact point for all customer service staff and financial advisers with high level enquiries.This job role also included conflict resolution between customers, financial advisers and relevant industry bodies. Show less

Financial Planning

Advanced Diploma Of Financial Planning, Financial Planning And Services

Cii - Award In Financial Planning, International Financial Planning

Dfs (Fp), Financial Planning

Vce