After arriving in Australia from overseas in early 2024, my husband and I were keen to be assisted by a financial adviser who was knowledgeable, supportive and proactive. Despite our somewhat complicated financial circumstances, from the very first interaction, Paul Atkin from Capita Wealth Management instantly put us at ease. He provided a no obligation initial meeting where we were able to outline our goals and Paul demonstrated a genuine interest in our circumstances and a willingness to provide us with the most suitable advice and recommendations. As Paul does not receive commission from any investment companies for referring clients, he is able to provide them with the perfect product suggestions for their circumstances and is not driven by a need to fulfil a certain quota of clients with one particular provider. Paul worked swiftly and diligently, helping my husband and I to set up our super investment funds, along with outlining a clear investment strategy for us moving forward. Paul is always available for his clients for additional advice and support and I would not hesitate in recommending his services to anyone.
