Financial Planning

Financial planning means managing all aspects of your financial situation.

Managing finances is complex. And as the saying goes, ‘failing to plan is planning to fail.’ We provide a comprehensive financial planning service that brings together all elements of your financial profile. Our plans address:

  • Risk insurances;
  • Debt and debt management;
  • Cashflow and income management;
  • Career planning;
  • Superannuation;
  • Retirement;
  • Aged care; and
  • Estate planning

Each of these elements is important in its own right and making positive changes in any one area will provide substantial benefit. But the real benefits come when two or more of these elements are addressed together. That is when your financial profile really starts to sing.

Paul Birch

Financial Planner

Paul has been working as a financial planner since 1999 and is passionate about helping people live a better quality of life through good financial planning.

Money is important to everyone and being financially secure can have a huge impact on your overall well being and happiness. We all strive for wealth and financial independence yet only 1 in 10 Australians ever achieve this. My goal is to help you make smart choices with your money to help you achieve those things that are important to you so you can spend more time living your ideal life.

Outside of work, Paul enjoys time with his family, travel and anything associated with health and fitness.

Paul Birch is an authorised representative (244671) of Dover Financial Advisers Pty Ltd (AFSL 307248).

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