9 Reviews

Paul Guttridge

RI Newcastle & Lower Hunter

Gold

13 Yrs Experience

Maitland, NSW 2320

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4.75 June 2022

Financial security during retirement is so important and the complexity of investing and the juggling of investments to achieve maximum benefit needs competence in financial dealings. We are very confident that Paul and the Retire Invest team have the skills and the experience to help us. Paul is very personable and we feel very relaxed in his meetings. Any queries we have are answered promptly and efficiently.

5.00 June 2022

We are totally confident with Paul’s advice and the fact he is always contactable for that advice.

5.00 March 2022

Paul makes it very easy to understand how to best manage our financial future, we are very relaxed and confident with his communication and simple explanation with our finances.

5.00 January 2022

Paul obviously familiarises himself with our personal circumstances prior to interview. He has a very pleasant personality and easy communication style. Review not at all rushed.

5.00 December 2021

Paul has been my financial planner and adviser for many years. He has always been well prepared for scheduled portfolio reviews and has always provided sound advice. In addition, he contacts me as required should he consider that a change should be made to my investment portfolio or my allocated pension arrangements.