Wealthwise Financial Planning - Paul Turner

Welcome to Wealthwise Financial Planning - Paul Turner, the premier financial institution located in Osborne Park, Australia. With our expertise in finance and dedication to our clients, we are the go-to establishment for all your financial needs.

Led by Paul Turner, a highly qualified and experienced Certified Financial Planner ®, we specialize in helping our clients build wealth for the life they wish to live. With over 15 years of experience, Paul is particularly focused on the financial needs of pre and post retirees, ensuring they have enough for their desired retirement and reducing the complexity and fear of ever running out of money.

At Wealthwise Financial Planning, we understand that life can present unexpected financial situations, such as receiving inheritances or windfalls. That's why we have assisted numerous individuals and families in making the best decisions for their financial future during such times.

In addition, Paul has extensive knowledge and expertise in providing advice specifically tailored to the unique benefits of GESB Goldstate and WestState for WA state government employees. As a SMSF Specialist Adviser, Paul holds a Graduate Diploma of Financial Planning and Graduate Diploma of Business, making him well-equipped to provide comprehensive financial advice.

Paul's personal journey to becoming a financial adviser stems from his father's unfortunate experience with investing in the 1980s. Without access to proper financial advice, his father took a leap into investing, only to face significant stress and losses. This experience fueled Paul's determination to ensure his clients have access to the right advice, education, certainty, and reduced complexity, ultimately leading to better financial outcomes.

Beyond his professional life, Paul is a proud father of two young boys and enjoys spending quality time with his family, including their beloved Golden Retriever. He is also an avid runner, cyclist, and sports enthusiast. Recently, Paul has developed a new interest in tracing his family's ancestry, successfully tracking his UK heritage back to the 1500s.

You can find us at Suite 2, Level 4, Building C, The Garden Office Park, 355 Scarborough Beach Road, Osborne Park, WA 6017. We also have a second location at Suite E13, Plaza 817, 817 Beeliar Drive, Cockburn Central, WA 6164.

Wealth Wise Pty Ltd, with the Australian Business Number (ABN) 70 104 359 211, is an Authorised Representative of Fortnum Private Wealth Ltd, with the ABN 54 139 889 535 and the Australian Financial Services License (AFSL) number 357306.

Contact us today to schedule a consultation and take the first step towards achieving your financial goals with Wealthwise Financial Planning - Paul Turner.