Your Wealth 21 Team
Working for your Future
Financial Planning and Advice
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).
For many years, Paul has been involved in organising football programs for young players – and coaching his sons, Lochie and Riley with Buderim Wanderers Football Club. Team sport provides opportunities for all to learn valuable life lessons.
Residing on the Sunshine Coast sine 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 Sunshine Coast Wanderers FC.
Aged Care Specialist, Financial Planning
Deborah has worked in the financial services industry for over 25 years and has been a financial planner since 2007. She has completed a Diploma of Superannuation Management as well as specialist subjects in SMSF, Aged Care Advice and FASEA. Deborah has worked in large financial institutions such as AMP and later with Colonial First State. The roles within Colonial included leadership in product development and system development of new financial products.
Deborah believes that understanding a client’s personal needs and objectives, and developing a good relationship with clients are important keys in being able to provide successful financial advice and aged care advice.
Deborah has lived on the Sunshine Coast for 21 years and has raised two boys through this time. Deborah values a healthy and active lifestyle and likes to spend as much time with family as possible. Interests include travel, theatre, ocean swimming, stand up paddling and hiking.
Administration and Right-hand Woman
Email: [email protected]
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.
In spare time, she loves hanging with husband Damien and their three daughters, chilling at the beach with pug Bailey, enjoys an ocean swim (especially in winter!) and also likes watching any kind of sport, especially football, surfing, boxing and cricket.