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Paul Van De Ven

Concept Financial Group Pty Ltd

Silver
38 Yrs Experience
Como, WA 6152

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

  • Government Assistance
  • Superannuation
  • Insurance Protection
  • Managing Debt
  • Retirement & Pension
  • Self Managed SuperFunds
  • Shares & Investments
  • Tax Strategies
  • Growing Assets
  • Budgeting

My fees

I offer a free initial consultation for potential new clients. Get in touch

At a glance

  • Adviser status Silver
  • First year providing advice 1986
  • Years of experience 38
  • Highest qualification
    • Certified Financial Planner (CFP)
  • Language spoken
    • English

Concept Financial Group Pty Ltd

Como Corporate Centre, Suite 46, 11 Preston St
Como, WA 6152

Opening hours

  • 9:00am – 4:00pm Monday – Thursday, Saturday

Meeting methods

  • In person
    In person
  • Video call
    Video call

Licensed by

Capstone Financial Planning Pty Ltd

AFSL 223135