Paul van de Ven specialises in working with busy professionals, business owners, and pre-retirees to help them simplify the complexity of their financial lives and make smarter
decisions about money so they can achieve their goals.
Paul will work closely with you, committing his knowledge and education to develop financial strategies that place you in control and provide you with the information and
resources you need to make sound financial decisions for you and your family.
When developing your financial plan Paul takes a holistic view of your financial situation. This financial plan includes strategies to achieve your goals such as ensuring you have
enough money for retirement, paying for your child’s school fees, or protecting your
family’s financial future.
With more than 30 years of experience working with clients who share similar worries and concerns, Paul is committed to helping clients make the most of their income and financial
assets and achieve real financial success.
Paul’s services are particularly suitable for those who recognise the value of engaging a specialist financial adviser to assist them in managing their financial affairs in a holistic and
coordinated manner.
“Having faced many economic and investment concerns over the years, I have developed suitable strategies to meet each challenge, so my clients continue to meet their financial goals.”
Expertise
My fees
At a glance
- Adviser status Silver
- First year providing advice 1986
- Years of experience 38
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Highest qualification
- Certified Financial Planner (CFP)
-
Language spoken
- English
Concept Financial Group Pty Ltd
Como Corporate Centre, Suite 46, 11 Preston StComo, WA 6152
Opening hours
- 9:00am – 4:00pm Monday – Thursday, Saturday
Meeting methods
- In person
- Video call
Licensed by
Capstone Financial Planning Pty Ltd
AFSL 223135