TESTIMONIALS

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REAL PEOPLE REAL TESTIMONIALS

Rob & Erin

As a young family with two children under the age of 2 and my fiancé on maternity leave, we knew the importance of getting our finances in order. In the past my fiancé and I have enjoyed the fruits of our labour, unfortunately with a history of bad savings. We both have a limited understanding in investing and the share market, but knew the seriousness of superannuation and were anxious about stock piling enough money for retirement and setting up our children’s future.

We were put on to a financial advisor through our banking Institute, but we’re rapidly becoming agitated with the lack of contact and service with no clear future plan.

We’ve got an investment property and even tried micro investing apps to get a feel for the share market, however knowing that superannuation is biggest invest we would ever make, we knew that we should enlist the help of an expert.

After googling ‘financial advisors’ and getting the results, it was almost to good to be true. That Wall Street Guy, literally based around the corner from where we live. At first we were reluctant to reach out, as we thought an advisor like Paul with all his knowledge and experience on Wall St, would be very expensive and only be interested in wealthy clients.

We sent off an email explaining our situation. Paul was very prompt to reply, explaining the service he provides for his clients, his credentials and experience. We were concerned how we could afford Paul for his services, but there were no up-front or hidden costs, and all costs came after Paul had issued his advice, which all came out of our Super. It was such a relief, there were no out of pocket expenses.

Paul made us feel relaxed and comfortable from the beginning. Paul’s very considerate and easygoing, making sure we understood everything he was explaining.

A tailored investment strategy was provided by Paul, reducing our fees and minimised our risk by ensuring our family was covered with adequate insurance. It was thorough and detailed advice, that was delivered by Paul in easy to understand manner.

Prior to meeting with Paul, my fiancé and I had $75k-$80k each in Super. Taking advantage of Paul’s Wall St knowledge, I know we will be able to make a significant positive impact on our Super investments. Paul also improved our budget and cash-flow, which is helping us make ends meet and providing for our family. It’s reassuring knowing we have adequate insurance in place now, and that our children won’t miss out on opportunities.

It’s been such a pleasure working with Paul ‘That Wall St Guy’, he’s a true asset with all his experience on Wall St and knowledge of both Australian and international markets. Not only has Paul been able to tailor a clear investment strategy for our future, he’s also reduced hidden fees, helped us avoid capital gains tax and covered all our risks with insurance for our entire family. Paul’s very accessible and regularly keeps in touch to ensure everything is on track. It puts both our minds at ease knowing we now only have one number to call for anything to do with finance.

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Rachel

My partner and I have a business and a new baby, so we are too busy to fully control our wealth accumulation.

We have superannuation but did not feel that it was invested as well as it could be.

We have spoken to a few financial advisors in the past, and even used their services, but they didn’t provide much, or any, detail about where our money was going or what to expect.

It started with a coffee and chat, and Paul suggested options that might be open to us, as well as clearly stating where the biggest problem was, and also took us through a series of questions to discover what our goals are for our superannuation.

The best thing about all this is that there is no out of pocket expense, the cost for Paul’s service comes out of superannuation, so I don’t have to pay Paul anything out of my own budget.

Paul takes the difficult and complex process of controlling your own superannuation and simplifies everything for you.

He ensures you have the best value for money for all your insurance needs, and helps you invest your money in the most suitable areas to meet your financial goals and risk profile.

He is very friendly and approachable and can help anyone get in a better financial position.

Paul is 100% judgment free and is really focused on helping you as a client.

 

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Michael R

Solid 5 stars for Paul Atherton!!!

My clients often require trustworthy financial advice to assist them with their real estate decisions. I only refer them to Paul. I always have positive feedback from those clients about this professionalism, depth of knowledge, positive approach and willingness to tailor a solution specific to their own personal situation and goals.

 

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Matt R

My name is Matt Rice. I have always been interested in saving money and making money work for me. Unfortunately I am time poor and therefore need help to make my money work for me.

I was becoming sick and tired of my old financial adviser telling me after the GFC to just hang in there as things will improve, just not in this current environment. Which went on for about 12 years!

I felt very stuck in regards to Financial Advisors, feeling that they were probably all the same.

Talking to Paul was a breath of fresh air. Finally someone that was enthusiastic about investing. Confidently discussing the positive future of investing, which I hadn’t heard from anyone in a long time and didn’t cost a cent to get to talk with him first.

I have seen my Superannuation grow dramatically in the first 6 months after switching. Also now working on a plan for my own investments.

It is great to see Paul talk from his point of view. You can clearly see his insight comes from his own experiences working on Wall Street.

Paul is easy going and can explain in layman’s terms, a solution to any money matters or problems you may be facing. Including helping position my business for growth, I feel comfortable knowing that by the time I reach retirement age, my wife and I will enjoy Self-Funded Retirement.

Since meeting Paul and finding out that he has a ‘wealth’ of knowledge regarding investing and all things ‘money’, I have been a keen client.

I appreciate the accessibility that Paul offers both with his time and being local.
He has helped me get back on track with a more secure and positive outlook for the future.
I would not hesitate in recommending Paul for any and all financial help.

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Luke W

I’m a busy professional, and as such I understand the value and importance of having someone who is trustworthy and a subject matter expert in your corner when it comes to getting good results. I wanted to learn how I can set myself up for financial success in the long-term and also learn a bit more about the process along the way.

Having done some research in the area of finance and finding out about what possible investing options there are, I was at a loss as to figuring out how to go about investing and maximising the output of my superannuation.

There is so much information available it is far too time consuming to figure out the best solution for yourself – unless finance is your passion!

Paul is an absolute superstar, and is every bit the professional that his brand demonstrates. I was very impressed at his level of knowledge and understanding of his field, and his keen perception of the market place and our shared future as Australians.

The advice and knowledge I received in our initial meeting, and throughout the process of proceeding with investments through super met my needs and demonstrated how this plan could set me up for financial success later in life.

10/10 Recommend Paul for all matters finance, the regret I have is not putting a plan in place sooner!!

 

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Kevin D

We are originally from Birmingham in the UK, we emigrated here to Australia in 2006 to find a better life for our kids (and ourselves). Things are much different here than the UK regarding your pension and making sure you’ll be financially secure when you retire.

Straight away I realised I needed an advisor, which I was with for 12yrs until she decided to sell her business on, which Paul “The Wall Street Guy” Acquired.

I did a lot of looking around for another advisor, even after my last advisor tried to reassure me Paul would do the best for me, did I know what I was looking at the answer is simply NO, everybody I spoke to had their own way of trying to sell themselves with the end result to me being how much they could make out of me, especially as I was half way through the process of transferring my private UK pension here to Australia they seemed to be just rubbing their hands together.

When I did eventually contact Paul for a chat on the Phone, my first thoughts Is This Guy For Real, so causal and laid back, had a quick chat and agreed to a meeting face to face over a coffee, at a coffee bar not an office, This is The Wall Street Guy ways as I said so causal didn’t know what to expect.

So glad we had this first meeting, so down to earth explains everything in layman’s terms doesn’t baffle you with science or big words, anything you don’t understand he’ll explain until you do, all of Paul’s fees come out of your fund so there’s no out of pocket expense on your part, you know exactly how much you will be paying and Paul only takes payment after his advice has been given.

Paul “The Wall Street Guy” has saved me absolutely heaps of money, I was paying way too much in life and income protection insurance, insurance that I just didn’t need. Paul brings a lot of experience in the stocks and shares from working around the world, this is where you need to make your money for retirement.

He’s a down to earth guy has a lot of experience with the stocks and shares market, explains everything simple and easy, any problem’s, issues, worries, concerns, you I can ring / message him 24/7 and he always gets back to right away and is happy to talk /message you and answer any questions/concerns you have.
Paul asked if I’d be willing to write a testimonial, here it is, Paul has saved and made me money for my retirement, what more can you ask of someone where your life’s savings are involved. I would have no hesitation in recommending Paul “The Wall Street Guy” to anyone looking for a genuine Financial Advisor.
Kevin Derrick.

 

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