Our clients are our best advertising…
I met Paul Birch through the recommendations given at an Authentic Education event and have been so, so pleased I followed the advice to contact Paul for financial advice.
With Paul I felt listened to, felt I was part of the process. Paul setout options that recognised my goals and has maintained contact, keeping me informed and up to date on market movements.
Paul’s recommendations have grown my portfolio which is very pleasing.
I love that Paul holds 6 monthly reviews with me and that he discusses porfolio changes and his recommendations.
I appreciate and respect Paul’s professionalism and personalability and am grateful that Authentic Education recommended Paul.
Paul is a dedicated professional who is reliable and and a true expert in supporting and guiding his clients to financial prosperity. He keeps it simple yet powerful and is one of those rare authentic, trusted advisors. If you are seeking a financial expert that you can rely on to have your best interest at heart, I can certainly highly recommend Paul to help you fulfil your greatest aspirations.
Dr Erika Yeates – Medical Practitioner and Business Consultant
Paul has provided us with sound financial advice and a comprehensive plan that gives us financial piece of mind. His service is professional and efficient. We highly recommend Paul as your trusted adviser
It’s been almost 6 months since Michelle and I decided to entrust the guidance of our wealth journey into your more than capable hands. We thought we would take the time to share with you our thoughts of the journey to date and our deep gratitude for the enormous difference you have made in such a short period of time. What started out as a leap of faith based on the recommendation of people we trust, viz., Ben Harvey and Cham Tang, has turned into a wonderful professional relationship and a strong friendship that we hope will continue to flourish long into the future.
As you have probably determined by now, I am a fairly detailed and analytical individual. And yet over the past 15+ years in Australia, with numerous accounts, loans, credit cards, etc have struggled to create a way to effectively track and manage our income and expenses. In a few short weeks, you have helped streamline our finances, accounts, superannuation, insurances and life in general. In implementing such a simple and easy system for us to follow, with an investment of barely 10 minutes a week, we are able to get an accurate summary of exactly how much we earn and more importantly where we have spent/invested it down to the last cent with the mere click of a few buttons! With clarity of exactly where we are, comes such a growing and strong belief that we have the power to change our financial future and more importantly, have a significant impact on the financial future of our young children. Already our behaviours around managing our wealth have changed significantly.
Paul, you are truly unique when compared with the ‘much of the sameness’ we have experienced over the years dealing with advisers from the Financial Planning industry. You care so deeply about the well-being of your clients, their values, their health, their relationships and their dreams. Anyone wishing to significantly improve their wealth, should have a Paul Birch in their lives. It doesn’t matter whether they already have a high value portfolio or have a listing financial ship that needs to be righted, they need you and not just someone like you.
We are deeply indebted for the difference you have already made and will continue to make in our lives. We look forward to many more years of continued success and a friendship that continues long into the future.
With gratitude for the difference you make in our lives and the lives of the people around you. Thank you for being you.