Wealth Architects Mudgee

I would thoroughly recommend Paul to look after all financial matters. Paul has been now looking after myself and my husband’s superannuation for a while now. He is always available when needed and we have all confidence in him looking after our finances. He also went out of his way to help my son set up his financial affairs as well.

We've been fortunate to work with Paul for many years, and he's been amazing. Paul's approachability and his ability for making everything easy to understand have truly made a difference for us. Paul's professionalism and expertise are unmatched, and we couldn't be happier with his services.

We can not recommend Paul enough. We’ve been working together for over 12 months and at all times, Paul has given us honest, solid advice. He is always prompt in returning our messages and calls and carries out all our business in a very professional but friendly manner. Best financial decision we have made.

Paul from Wealth Architects has been great to deal with. He gave us a clear evaluation of our portfolio as it stood, a strategy to tweak our investments based on the current outlook and a seamless implementation. Paul's responses are always prompt, professional and to the point.

I first met Paul in 2006 when my super was in desperate need of help. Paul was so kind and helped me understand exactly where I needed my super to be and the insurances I should set up to protect myself in the future.
Since then Paul has kept me regularly updated with any changes going on with the particular super fund I am in.
When there was an error from the super fund Paul rectified the issue immediately on my behalf and ensured everything was how it should be.
I am truly grateful for Paul who without him I would have multiple super funds and lost money and no insurance protection.

I highly recommend Paul as a financial advisor. He's very knowledgeable and passionate about what he does, as well as being clear in communication and patient in explaining things in a simple way. He and his team have been very helpful and prompt in assisting my wife and I with our finances and insurance needs

A while ago Paul helped set up my self-managed superfund and made himself available every step of the way and available beyond what was required of him.
His advice was always spot on and to this day still keeps in contact providing relevant updates or some quick advice if I am not sure of something due to ongoing changes in super.
I found him to be knowledgeable and yet explains things in a way that is easy to understand.
I highly recommend him.

Paul M has been advising and managing our finances for many years, Paul is always helpful and patient when explaining the best advise to suit our situation. Time and time again he has proved to be trustworthy and knowledgable, which has resulting in us showing him loyalty back. I would highly recommend Paul and the team at Wealth Architects for any and all your financial advise. I now realise the importance of having a valuable financial adviser to achieve the greatest successful for our financial future.

Paul has been looking after our finances for several years now. Since having Paul manage our Financial Plans, we have found ourselves in a far better situation. Gina is great with her support of Paul and also ourselves. Thankyou.

We have been dealing with Paul and the team at Wealth Architects for over 20 years, Paul is very knowledgeable, accessible and always has our best interests at heart.
Sound advice and professional service, thanks Paul."

I've known Paul for over a decade now after he was recommended by a friend, and he has been my financial advisor since! Paul is as honest as they come and great at listening too, so can highly recommend him for financial advice needs.

Paul was recommended to me by my accountant and has really helped me plan and set up an effective financial strategy as I head towards retirement. He and the team are very approachable and available to give advice whenever it is needed.

Wealth Architects have been managing my Superannuation & advising me on money management.
The state of the economy here & internationally is uncertain ,and Paul is proactive in keeping me informed and
updated to make the most of my financial investment.

Paul provides affordable, easy-to-understand advice. What I really like is none of it is pushy advice - no pressure to buy any product or service. I’m Sydney based so no need to go to Mudgee either!

With the help and advice of Wealth Architects I don't lose sleep worrying about fluctuation investment markets impacting my superannuation situation. My account is well managed and the people at Wealth Architects are always available to assist with any enquiry.

Across all the details... knowledgeable... Paul was referred to us by our accountant....best financial advice always... trustworthy and dedicated to our specific needs....well researched.... easily understood..... highly qualified and regarded...

Easy to deal with, friendly, plus sound advice. They are very trust worthy and have their clients requirenments at the forefront always. Plus, if I get confused about what they aare suggesting, they take the time to explain it, so it makes sense. Highly professioonal yet friendly and easy to deal with. And very responsive with any queries that may pop into my head.

We found Paul great to deal with, professional and generally interested in getting the best result for our superannuation and financial well being going forward

Paul and his team have been looking after us for years, always promptly replies to my messages and questions and advice has been hones and sound

HIghly recommend Paul for finding the best possible options for Superannuation and taking the time to map out a plan moving forwards.