WEALTH 21 - Key Persons
Job Titles:
- Administration and Right - Hand Woman
Kylie joined the team in early 2014 after ten years of maternity leave and has a background in Human Resource Management with the Queensland State Government.
Kylie works closely with Paul to formulate financial plans to ensure clients can enjoy the fruits of their labour and live their desired lifestyles now and in retirement.
Kylie believes you should be who you want to be and have what you want to have and with a bit of planning, you can.
Family is the heart of everything, and Kylie values every minute she can spend with her husband Damien and their three girls. She crams a lot into 24 hours and thrives on being busy and active. Kylie thinks there is nothing better then the smell of the ocean and loves walking on the beach with Bailey, her pug dog. She also loves being a mum, her thermo-mix, coffee, ocean swimming, smashing up the boxing bag and watching any kind of sport at any hour.
Paul's focus is to assist his clients in making smart and informed decisions with their money, and help them achieve their lifestyle aspirations.
His areas of expertise include retirement income planning and investment advice (including sustainable investment strategies).
Residing on the Sunshine Coast since 1998, Paul enjoys volunteering and giving back to the Sunshine Coast community whenever possible. He is currently a member of the Ilkley Rural Fire Brigade. Paul enjoys watching Lochie playing football and Riley play music - plus Parkrun, gym, stand up paddleboarding, hiking and supporting Buderim Wanderers FC.