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resources

Included within our website are a range of tools and resources to assist you. Whether you're looking to create a new budget or aiming to keep up to date with industry news, there's something here to help you..

The financial planning tools provided here can help you with budgeting, retirement planning, estimating income tax liability and more. By inputting basic financial information and assumptions, you’ll take the first steps to understanding where you are and where you need to be to achieve your financial goals.

wealth report

Check that you are on track and take the opportunity to create your complimentary personalised Wealth Report.

videos

No Hollywood action blockbusters here, just real stories and relevant information.

financial tools

From drawing up a budget to seeing how your retirement is looking, our free financial tools allow you to do this and much more.

testimonials

Real stories from real clients

probus

Probus is an association for active members of the community, and for those no longer working full time, to join together in clubs for a new lease of life.

newsletters

InTouch is our quarterly newsletter that delivers relevant and interesting content from the financial planning industry to help you better manage your financial life.

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.