It was a very fortunate day for my wife and I the day in 2005 when I first met Paul Holly to discuss our financial planning needs for our retirement. Retirement unfortunately came for me suddenly due to a serious medical condition after thirty five years in the Ambulance Service in our state. Sadly I had made insufficient plans for such a major event in our lives..
Paul came to our home at our request due to my medical condition. The thing that impressed us immediately was that Paul was extremely professional, very approachable and meticulously familiarised himself with all our details.. It was also very evident that Paul had an excellent grasp and sound knowledge of various pathways to invest our funds for our retirement. His experience and qualifications in both the Accounting as well as the Financial Planning professions made us feel very comfortable and reassured in the advice that Paul gave us.
During the last ten years Paul has proved over and over again, that his advice has always been very sound. He has constantly explored different ways to improve our returns on our funds. We could not be more pleased with the results of our investments. Paul is a person of integrity, totally trustworthy in all his dealings, always makes himself available to discuss any concerns and is prepared to listen. He keeps abreast of all the world financial events and has regular contact with other National Financial Professionals in the Financial Planning industry.
My advice to anyone who is contemplating retirement, that the time to see Paul and Evolve Wealth Management is well before the event. If we had thought about it a lot earlier we would have been so much better off. I cannot emphasise enough that even those who have yet a number of years to work should see Paul now. It is amazing what he would be able to help put in place as an investment plan that would make retirement a very special and comfortable time for you. I would recommend Paul and Evolve Wealth Management to anyone who is needing Financial Planning assistance because of the highly professional, trustworthy, friendly and caring service that we have constantly received over a decade.
Kenneth. A. Ford ASM. AIMM