I am a Certified Financial Planner® with more than 20 years of solid and diversified experiences in financial planning, with 7 years in the local big four banks and 3 years abroad as a senior planner advising expatriates.
With the strong belief that sound financial advice maximises and protects financial positions and lifestyles in different stages of life, I decided to be my own boss and start-up my own boutique financial planning practice in 2006. I called it Mentor Financial Service Group as I like the idea of mentoring and educating my clients along their financial journeys while providing personalised advice and valued service to my clients.
As a result, in good stead, my practice has grown over the years through word of mouth as I build trust and strong long term relationships with my clients and many of their extended family members over the years, guiding them along their journey to achieve their financial objectives, lifestyle aspirations and long term financial success.
Mentor Financial Services Group's Charter
- Provide solid quality advice to clients to achieve their financial goals through the use of strategies that suit their circumstances and needs in different stages of life.
- Educate clients about the possibilities and become more financially conversant.
- Build strong long term relationships in providing personal and ‘safe hands’ service.
- Manage and monitor financial goals is on track through different stages of life.
Personally, I am motivated and delighted to see my clients financially organised, in control of financial matters, making financial decisions with confidence. Most importantly, at the end of the day, them having peace of mind as they get on with enjoying the things that matter most to them in life.
Thanks for stopping by my website. You have visited my website for a reason and I look forward to having a non-obligatory chat how I can be of help to you.
CFP® BBus Dip FP
Principal Financial Adviser
Mentor Financial Services Group
I have known Paul both personally and professionally for 32 years.
Throughout this time Paul stands out as honest, considerate, dependable and persistent.
His advice in managing my superannuation has been second to none, he explains complex financial concepts in simple understandable terms and he is always patient and is thoughtful in his approach.
When my father died in 2002, he was the first person I thought of to support my mother to manage her finances.
His tenacity in helping her to secure the aged pension earlier this year has been has testimony to his persistence in trying to meet his client’s needs and objectives.
His skills and knowledge have been invaluable in ensuring that she has the best investments to enable her to live stress free and enjoy life without worrying about her finances.
He takes the time to explain everything to her in a language she understands and always feels comfortable asking him questions and getting clear answers.
His methodical, balanced, expertise has been greatly valued by myself and my mother, we often refer people to him and I would not hesitant in recommending him.
Paul Bradford has been providing me and my family financial advice for many years.
We run a busines, operate several Trusts and own commercial and residential properties in addition to running a SMSF.
At all times we have found Paul’s advice to be well considered, targeted to our specific circumstances and based on sound research.
Most importantly, Paul’s integrity is fundamental in our confidence his recommendations.
Notwithstanding this, Paul always takes the time to explain the logic behind his suggestions – i.e. ‘where we are now’, ‘what we can change’ and ‘what savings are likely’.
Paul is proactive. He is not a ‘set and forget’ planner.
Frequently, Paul has initiated money saving proposals. For example, we informed Paul that we were thinking of making a significant lifestyle change. Paul immediately noticed an opportunity to save us a considerable sum by rearranging our insurance structure. We had not considered this and the advice has proved very profitable to us.
We would recommend Paul Bradford, without hesitation, to anyone seeking advice and peace of mind with their financial affairs.
I have been interacting with Paul Bradford for over 15 years.
In that time, I have found him to be a true professional in all his dealings with me.
He has helped a lot in handling of my personal financial affairs in superannuation and in retirement.
He also helped in the handling of the superannuation of the company I used to manage before my retirement.
I would have no hesitation in recommending him to anybody wanting guidance in financial and superannuation matters.
We were introduced to Paul Bradford approximately 15 years ago due to my employer changing their superannuation advisor.
Since our initial meeting, Paul has been diligent in ensuring we took all actions necessary in preparation for transitioning to retirement during my ongoing employment which included combining previous superannuation accounts for both myself and Val.
We are confident in the advice we receive from Paul regarding investments relating to our superannuation and ongoing future management into our retirement.
Paul has been easy to deal with and ready to listen ensuring resolution of any problems, and now also advises our children in relation to their superannuation.
We would be very pleased to recommend Paul in the management of your financial affairs.
We have been dealing with Paul since 2009.
Having retired at that time I needed someone to guide me as I had sold a
business and wanted to ensure I got the best possible advice to secure our retirement future.
Paul has been instrumental in producing a retirement plan for me.
He was also able to include Jenny in our financial plan even though she was still working.
Paul’s advice comes in the simplest terms.
I feel financially secure, in control, have peace of mind and confident he keeps us updated with the current trends.
I would definitely recommend Paul. He is honest, trustworthy and calls it as it comes. His integrity is beyond reproach.
Jenny and I feel totally comfortable in our relationship with Paul.
I heard about Paul Bradford 7 years ago through a friend, shortly after I was retrenched from the company I was working for.
I met with Paul to discuss how I could make the most of my super moving forward.
Not having a 'large' amount of money, I was interested if he could help. (Having seen other financial planners who were a bit condescending about my lack of fortune.)
Paul listened closely, asked lots of questions and came up with a portfolio.
It was amazing, my portfolio grew. With the effect COVID-19 has had on the economy, it has dipped but not that much. I know it will get back to what it was and more.
I very much feel safe in having put my faith in Paul who has been attentive to the changes in my circumstances and the economy, whilst looking after my best interest.
We would like to thank Paul for the truly outstanding service he has given us over the years he has been looking after our finances.
It has been more than 6 years since we knocked on Paul’s door and it has been a wonderful journey since.
As neither of us have had any real financial background, his friendly, relaxed and no pressure manner was most reassuring.
After we had given him all our seemingly unconnected financial bits and pieces, he managed to sort them into a nice tidy bundle and guide us into what has been a very rewarding direction, one that we are certain we would not have found without knocking on his door.
Paul’s advice and guidance has left us with such a great sense of ease and peace of mind that, without reservation, we would recommend him to any of our friends or acquaintances if they should be in need of advice.
We first engaged Paul Bradford six years ago when we purchased our first home.
From our first meeting, we felt at ease and Paul understood our financial situation and explained his role in how he could help us clearly and in a language we understood.
From where we were six years ago, to our current financial situation, we could not have achieved anything like this without Paul’s help.
We have found Paul to always be available and he is happy to answer any questions and guide us through everything from choosing the best super to our personal insurances.
We now are secure in both our personal and financial situations and we owe it all to Paul!
I would absolutely recommend speaking to Paul, whether you are a first home buyer just starting out or an experienced investor.