Commonwealth Financial Planning: Paul Kavich

About

For the last 15 years I’ve been helping my clients reach their financial goals.

I work with everyday people: families, business owners, professionals, pre and post-retirees seeking to create a better life and protect what they already have.

The first step is to understand where they are now, identify what their goals are and set realistic targets on how best to achieved them in the shortest time possible. It’s a rewarding position to be in, seeing people you get to know over the years become more financially aware and secure.

Professionally I specialise in:

•Getting the most out of superannuation

•Managing Self-Managed Super Funds (SMSFs)

•Allocated Pensions

•Protecting assets with personal risk insurance

•Portfolio reviews

•Wealth creation and investments

The heart of my work is in my local community covering the Sydney CBD, East and South East. I’m involved in my local Chamber of Commerce, community football clubs and social clubs. I believe in the power of community and I’m a promoter of community spirit.

My practice is based in Maroubra where I work alongside my colleague Jonica Stewart who specialises in the financial challenges busy women face. We’re both Authorised Representatives of Commonwealth Financial Planning.