Paul Motu
Ptm Partners Chartered Accountants
Hi there. My name is Paul and as you can see I am a CA, registered tax agent, SMSF Specialist and a qualified financial planner. Aimed initially at providing FP advice to just my client base I am happy to assist a limited number of 'non clients' with their retirement planning wants and needs so please feel free to give me a call. My availability is extremely limited so please be aware of that.
To preserve my independence in all aspects of my advising I do not recommend investment products and take no interest in any commission based products whatsoever. We choose instead to refer clients to a dedicated West Australian share broking firm for these services - again for which we receive no financial benefit!
Retirement planning does not need to be expensive but it should be unbiased and well considered from a wholistic point of view. Chartered (and CPA) Accountants who are also financial planners are well placed and well practised in the art of professionalism, integrity and objectivity and we all have many years of providing professional retirement advice to clients (long before the advent of the financial planning industry). If you would like to sit down and discuss our services please call our office on 08 9203 5637 or call Sandra direct to make an appointment on 0403 850 338.
Have your own small business, self managed super fund or other property investments (negatively geared) and would like to have it all cared for by a one stop professional shop!? Then we might just be the answer for you. I am also a registered and practising small business and personal tax advisor and tax agent. So we can take care of all your needs all in house at our one stop small professional shop! So Sandra and I look forward to having a chat.
And finally ... I'd like to thank you for taking the time to read through my profile and wish you well for your future plans.
Take care and with kind regards
Paul Motu aca, Dip FP
I charge an hourly rate of $330.00 which is based on both my experience and expertise including over 20 years of personal tax and small business planning and advising (including SMSF's). There is always a hidden sting to 'freebies' and as those of you who are experienced in life will no doubt know - you have to be prepared to pay if you really want to get good quality - be it while fine dining or when getting financial advice ... and then, and only then, do you have the right to 'EXPECT' it! Like the two famous sayings go: (1) 'If you pay peanuts - you get monkeys'! and, (2) 'Free advice is always worth every cent you pay'! I am not touting for your work so am not discounting my quality of services to get same. However, if you want good objective, non biased, independent advice with your personal interest 100 percent at it's heart then I am always prepared to help you - if you too are prepared to help yourself. So please give Sandra a call to get yourself booked in. Please do not be disappointed if we are unable to squeeze you in. In my practice - there are no other employees or advisors to get 'bumped' off to. I am it - you see me, you speak to me and you get your advice from me. I hold myself fully accountable to you and you alone and your advice is personal from me to you. If this sounds like you then please don't hesitate to give us a call.
At a glance
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Adviser status
Bronze
- First year providing advice 2015
- Years of experience 9
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Highest qualification
- Chartered Accountant (CA)
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Language spoken
- English
Ptm Partners Chartered Accountants
Ground Floor, 54 Springvale DriveWarwick, WA 6024
Opening hours
- 9:00am – 5:00pm Monday – Friday
Licensed by
Ptm Partners Chartered Accountants
AFSL 484921