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Professional

Stottsure are my trusted advisers

SME

Stottsure are my trusted advisers

Pre-Retiree

Stottsure are my trusted advisers

Planning for your future security can be complicated, but it doesn’t have to be.

Our holistic and collaborative approach starts by listening to our clients and understanding their needs, allowing us to provide highly valued, individualised advice and solutions for their financial wellbeing. By making it easy for clients to gain awareness and to take action, we give comfort, helping them live enjoyable lives today, with assurance they are building security for their future.

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TAILORED SOLUTIONS

We understand that the challenges you face in life are unique to you which is why we have specialists with a broad range of expertise able to cater to your specific needs.

professionals

Living a hectic lifestyle, you may have no time, complex financial affairs or be too busy to manage every aspect of your life

smes

All businesses go through periods of transition. Uncertainty and anxiety are common when it comes to making tough decisions fundamentally affecting the future

pre-retirees

Whatever your definition of retirement, one thing is sure – no one wants their golden years pressured by financial concerns

individuals

For many of us life is so busy we tend to focus on day to day survival (current reality) rather than having a long term perspective (future reality)

families

The family unit is one of the most important aspects of your life, if not the most important, and you want to protect and provide the best for your loved ones

retirees

For some, its defined by how much quality time they get with loved ones. For others, its about keeping active and seeing the world. Or it could be living life at a leisurely pace

OUR GIFT TO YOU

We invite you to check that you’re on track by creating your FREE Personalised Wealth Report.

It’s easy and secure, just complete the questions to get a snapshot of where you stand today as a basis for achieving your future ﬁnancial and lifestyle goals.

Should you require professional ﬁnancial advice beyond that – we can help with that too!

get yours now

download our free resources

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Featured Article

New Year resolutions, New Year strategies

Stop procrastinating. These two words can provide an excellent starting point for investors who are determined to set meaningful resolutions and strategies for 2018 and beyond. more

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testimonials

Paul is not out for the dollar. He is a genuine, caring, nice guy and is there to find the best product for his clients and not what is best for him.

testimonials

I feel honoured that Paul assisted me with my insurance. I would definitely recommend Paul and his wonderful team

testimonials

My life expectancy, we don’t know what that is but importantly my wife and the kids are covered and that is the most important thing that we have done together.

testimonials

Without that policy we would have lost probably everything we had financially. And just imagine without working for 2-3 years and no income, the bills still keep coming in but no income. It would made things tough.

testimonials

We had some bad advice from our previous financial planner. Since we have been with Paul he has instilled a lot of confidence in us and we feel very happy with the situation that we are in now. We are very glad to be with Paul and feel very confident with his advice.

testimonials

We had some bad advice from our previous financial planner. Since we have been with Paul he has instilled a lot of confidence in us and we feel very happy with the situation that we are in now. We are very glad to be with Paul and feel very confident with his advice.

testimonials

For us, he was a guiding hand in an incredibly turbulent time in our lives. He stood up for us when we really needed him to without asking him to do it. He just said look, it is his responsibility as our adviser and he went ahead and took the bull by the horn and really sorted it out for us. Very, very positive outcome for us.

testimonials

Paul stepped up and really shouldered the burden and took us through a very, very stressful time. We were very lucky that everything work out in the end. If it wasn’t for Paul we certainly wouldn’t be where are today as I think he went above and beyond.

testimonials

We are 100% behind Paul and Stottsure and the way they actually went for us was above and beyond the call of duty as far as we were concerned.