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About

Paul is a strategic and innovative thinker with a successful track record in financial services managing high performing business development and advisory teams with NAB, MLC, Allianz, and Macquarie Private Wealth.

Since becoming a partner of the firm in 2016, Paul’s focus has been on providing solutions to help clients make informed decisions about their finances and wealth management. Paul found that in the corporate world it is very much about selling a product and generating profit. Often the end client was not the centre of focus for large corporations. Working with KHT and other professional partners the focus is all about meeting what is in the best interests of clients.

Paul uses a consultative process to gain a detailed understanding of what is most important to his clients in terms of values and goals. He then employs customised recommendations designed to address each client’s unique needs, challenges, and goals. He helps clients address their major concerns: preserving their wealth, mitigating taxes, taking care of their heirs, and ensuring their assets are protected.

Successful individuals and families work with Paul to:

• Gain more confidence managing their financial matters by making more informed decisions.
• Develop and implement a comprehensive wealth management plan to help them reach their financial and lifestyle goals.
• Obtain a second opinion about their current situation to discover what is possible.

Personally

An active interest in economics and financial market analysis, particularly with investment strategies. When he is not working he is cycling or spending time with his two daughters.

Qualifications

• Bachelor of Economics
• Graduate Diploma in Applied Finance and Investment
• Certified Financial Planner
• Fellow of Financial Services Institute of Australia
• Diploma of Financial Planning

About

Ben commenced his career at PwC. In 2008 he joined KHT and became a partner in 2012.

Ben was always focussed on the technical aspects of small business accounting and tax strategy. He has always enjoyed the technical challenges, particularly around effective structuring for business and investment.

However since becoming a partner of the firm in 2012 through to running the firm in 2019, Ben found that it took much more than technical finance and tax skills to run and grow a successful business. In fact it’s completely separate skill set and focus!

He found that just because he was good with finances and tax, it didn’t translate to being good at running a business.

Many mistakes were made and many lessons learned. There were constant spot fires to be put out – financial stresses, problems with the team, client service issues and general behind the scenes chaos!

Having a technical skill is one thing. Running a business requires focus on the following:

• Driving growth in the business
• Attracting and retain great people
• Having systems to be financially organised
• Focussing on the numbers to improve business performance
• Having a financial plan beyond the business

It took Ben years to work this out. Then he implemented the above at KHT and continues to work on it on a weekly basis.

Now he assist clients with the same process. Here are some Case Studies

Personally

An avid reader with particular interest in business literature and biographies. He rides his bike to work, rain, hail or shine. Goes surfing whenever possible. Will always opt to kick the footy with his three boys rather than watch it on TV

Qualifications

• Bachelor of Commerce (Accounting and Finance)
• Member of Institute of Chartered Accountants ANZ
• Diploma of Financial Planning